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Daily Stock Opinions and Ratings
Stockchase Opinions

Bruce Campbell (2)Kelt ExplorationKEL.TOCOMMENTNov 19, 2014

Has really trimmed back his energy exposure, but one area that he has held onto are natural gas stocks. He uses a weather service out of the US, which is really accurate. It is calling for a colder than normal winter in the eastern part of North America. That will draw down the natural gas supply, so he thinks the stock will be fairly firm. This company is very well-managed and are in the right location. It is just a matter choosing between one or the other, and he has actually picked Pine Cliff Energy (PNE-X) and Storm Resources (SRX-X), which both have great balance sheets and the ability to make acquisitions. Fairly low decline rates and production costs are low. However, he would be comfortable with this one.

Bruce Campbell (2)Bruce Campbell (2)
No
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$9.38

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
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COMMENT

Kelt Exploration(KEL.TO)

Aug 27, 2026

A strong performer in the group. His team is more focused on oil than natural gas. Nat gas is more of a show-me story.

Photo of David BurrowsDavid BurrowsUnlock Rating
$10.91

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
TOP PICK

Kelt Exploration(KEL.TO)

Aug 26, 2026

Significant breakout. Highs of 2014 were around $14-15, which is another ~30% upside from current levels. Pushing higher over the last couple of days, though other energy names have felt pressure. Smart $$ is long natural gas; if it does perform, will be an additional tailwind for this gassier exploration name. No dividend.

(Analysts’ price target is $12.39)
Photo of Javed MirzaJaved Mirza
No
Unlock Rating
$10.65

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
TOP PICK

Kelt Exploration(KEL.TO)

Jul 22, 2026

In the Montney. Very large land base and very good production. Inexpensive. Starting to execute and deliver. Moving from being more exploration-led to development-centric -- so it's more like a manufacturing process than variable (which exploration can be). No dividend.

(Analysts’ price target is $12.16)
Photo of John StephensonJohn Stephenson
No
Unlock Rating
$10.11

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
SELL

Kelt Exploration(KEL.TO)

May 15, 2026

Great CEO. Doesn't do share buybacks. Two main assets, and timing a sale is very difficult for an investor. A bit small for him. Better names for a potential M&A play.

Photo of Eric NuttallEric Nuttall
No
Unlock Rating
$9.96

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
BUY

Kelt Exploration(KEL.TO)

Mar 11, 2025

Has deep assets, which they won't sell for 9-12 months, as they add others. He can't own every midcap, though this is good.

Photo of Eric NuttallEric Nuttall
No
Unlock Rating
$6.05

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
BUY

Kelt Exploration(KEL.TO)

Apr 10, 2023
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

KEL has strong drilling activity and currently no debt.
We have KEL in the growth model portfolio, and we like it for its diversification benefits, being in the oil and gas sector.
It is a strong name with a good balance sheet and healthy profit margins.
It trades at a 1.0X price to book, and a 7.5X forward P/E.
KEL does not pay a dividend.
KEL is a good name for strong consistency, low debt levels, and a strong balance sheet. 
Unlock Premium - Try 5i Free

Photo of Stockchase InsightsStockchase InsightsUnlock Rating
$5.16

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
BUY

Kelt Exploration(KEL.TO)

Jul 13, 2022
Well run. Their theme is acquire land, develop it, drill it as efficiently as possible to bring up cashflow to realize NAV, sell it when it's de-risked. Management owns about 20% of it. Continues to like it, especially if you want a Canadian gas name.
Photo of Dennis da SilvaDennis da SilvaUnlock Rating
$5.36

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
COMMENT

Kelt Exploration(KEL.TO)

Nov 05, 2021
Difficult to measure their new strategy. They have done great in the past, but this does not fit what he is trying to accomplish right now.
Photo of Eric NuttallEric Nuttall
No
Unlock Rating
$5.28

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
BUY

Kelt Exploration(KEL.TO)

Oct 07, 2021
Management owns a large component of the company. Exposure to nat gas, with the current pricing very attractive.
Photo of John O'Connell, CFAJohn O'Connell, CFA
Owned
Unlock Rating
$4.93

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
BUY

Kelt Exploration(KEL.TO)

Aug 10, 2021
He's ashamed to say he's owned this for a long time. He believes in management which owns a lot of shares. They allocate capital well. They find hydrocarbons and have a great track record selling those. A year and a half ago they sold half their production for more than the enterprise value of the whole company. They now have a great balance sheet and are growing their production in nat gas (in NE B.C.).
Photo of John O'Connell, CFAJohn O'Connell, CFA
Owned
Unlock Rating
$3.22

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
PAST TOP PICK

Kelt Exploration(KEL.TO)

May 28, 2021
(A Top Pick Jun 19/20, Up 95%) Got penalized from their sale of an asset. However, now it is a debt free company and pursuing another area. Does not fit the free cashflow narrative, but it is inexpensive on cashflow. 3.3x multiple at $70 oil.
Photo of Eric NuttallEric NuttallUnlock Rating
$3.08

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
BUY

Kelt Exploration(KEL.TO)

Apr 30, 2021
Has always been an aggregator of plays and then sells them. Just sold their anchor property. Currently developing their Oak property to sell in the future. They have good liquids exposure. Trades at a modest premium with 3.6x enterprise value to cashflow next year at $60 oil. A very unique story. Buying for the potential value of their future plays. Good candidate for the ESG movement.
Photo of Eric NuttallEric NuttallUnlock Rating
$2.72

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
DON'T BUY

Kelt Exploration(KEL.TO)

Feb 09, 2021
They sold major assets mid-last year at a decent price (though lower than they would now), so they're sitting on net cash now. Their drilling program runs until Q3 he thinks. There are better oil stocks with more upside.
Photo of Eric NuttallEric NuttallUnlock Rating
$2.40

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
DON'T BUY

Kelt Exploration(KEL.TO)

Nov 20, 2020
Not a holding now. They paid off all their debt by selling some assets. They are at a net cash position. In the short term there is no reason to own the stock due to lack of catalyst.
Photo of Eric NuttallEric Nuttall
No
Unlock Rating
$1.72

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas
WATCH

Kelt Exploration(KEL.TO)

Sep 18, 2020
Insiders are buying more of the stock. They sold their primary asset. It's up to the team to show that the rest of the assets are as good quality. The streets are sceptic. If the well economics are the same, we will see a rerating.
Photo of Eric NuttallEric Nuttall
No
Unlock Rating
$1.69

Stock price when the opinion was issued

$10.43

As of Sep 03, 2026. Market Open.

oilgas

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disclaimer

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at: [email protected].

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