10 Comments
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Inflecting_Bottoms's avatar

we know writing those deep dives takes time. You can share the names first and then follow up with deep dives later.

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Josh Young's avatar

Thanks, that's not what I'm trying to do with this newsletter.

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Inflecting_Bottoms's avatar

Check out WTI ? 57% gas, financially levered - fits your list criteria.

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Josh Young's avatar

I'll take another look at it. Thank you!

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jg's avatar
Sep 24Edited

Honestly kind of annoyed at this takeout since there was also upside in the lawsuit against CNRL for their failure to transfer assets in 2022 as well.

Took about a month to accumulate a decent sized position.

They were Debt-free with the NCIB just getting online, warrant overhang gone as of 6 months ago, and their new wells are looking decent.

Still hopeful for a stronger offer.

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Josh Young's avatar

This has been frustrating for those reasons and others. However, it's still a nice premium, even with the odd spin-co for the lithium resource co stake, and promising to see capital coming in to the space.

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Io's avatar

Agree, it would be nice to have the names before article is shared too late.

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Vitalii's avatar

Can you provide a link on a details of the acquisition buyout

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Smithy Fitness's avatar

Any opinion on SOIL?

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