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@Cole_Smead Avatar @Cole_Smead Cole Smead

Cole Smead posts on X about meg, $scrto, canadian, longterm the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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Social category influence finance cryptocurrencies

Social topic influence meg #221, $scrto #11, canadian, longterm, $megto #13, $cve #24, bye, $4, stocks, lp

Top assets mentioned Cenovus Energy Inc. (CVE) 4 (4)

Top Social Posts #

Top posts by engagements in the last XX hours

"TVE be the next pure play single basin Canadian storyonce MEG goes bye bye. Yes I know they own Charlie Lake. Read between the lines"
X Link @Cole_Smead 2025-09-18T14:14Z 4117 followers, 6790 engagements

"@RazorOil Ok. Same page more so. I think CVEs work is mostly financial too. Thats why I think they could do $XXX plus with some technical wins"
X Link @Cole_Smead 2025-10-10T00:03Z 4117 followers, XXX engagements

"@VanIsleInvestor This is why there is no trading. Its the most aligned company in the Canadian E&P space. No stock-based comp that dilutes shareholders"
X Link @Cole_Smead 2025-10-10T17:36Z 4115 followers, XXX engagements

"Quick thought. Im thinking the allowance for CVE to buy XXX% of the shares and vote those greatly narrowed the path to success more than I would have assumed. $X billion or more in long-term value to CVE. @SmeadCap investors are happy for this and getting more value from MEG"
X Link @Cole_Smead 2025-10-10T21:11Z 4117 followers, 3098 engagements

"Need to push back on BS being slung by MEG. IMO the LPs in WEF are not short term traders like many of the investors that talk oil stocks on here or sit in a board room throwing stones. Looks like Prem Watsa via FFH is the largest LP in WEF. Is he a short term investor Thats the kind of investors that back Adam Waterous and theres a reason they are successful investors. I even heard a rumor from someone on the sell-side who said they wouldnt be surprised if Big Mur is an LP. No proof to that. However Calgary is a rumor mill and it adds up. Many MEG holders have sold but the investors of"
X Link @Cole_Smead 2025-09-17T05:08Z 4116 followers, 11K engagements

"CVE thinks they will save $XXX million or XX% of MEGs 2025 revenues. You cant save that much in a business unless there is a lot of fat. Some have said its actually over $XXX million that will be realized. If the buyer gets a $XXX billion benefit (8x) over time how much should MEG holders get of that Dont confuse SOR with wasted costs. (Hint: they dont show up in SOR)"
X Link @Cole_Smead 2025-10-09T23:22Z 4117 followers, 4626 engagements

"On XX% of float sounds like SCR owners like being owners more than traders 😬. Sounds like there is a lot of traders on this app and in the stock market. 😋"
X Link @Cole_Smead 2025-10-10T16:40Z 4117 followers, 6006 engagements

"@VanIsleInvestor Who was exposed in that Q1 release to LPs Fairfax Financial (FFH). They seem to be long-term owners based on their home page. KIDDING. They are and their Chairman Prem Watsa seems to be doing just fine the last five years on his own stock (@SmeadCap investors dont own it)"
X Link @Cole_Smead 2025-10-10T17:44Z 4115 followers, XXX engagements

"Bravo to Jon and the team at CVE"
X Link @Cole_Smead 2025-09-09T11:55Z 4117 followers, 5447 engagements

"If CVE loses price will go up on MEG in my not humble opinion. Sellers will be replaced by arbs that will want to negotiate the tender with SCR"
X Link @Cole_Smead 2025-10-06T16:13Z 4117 followers, 5874 engagements

"Look at the MEG volumes today. XXX million already traded"
X Link @Cole_Smead 2025-10-09T14:34Z 4117 followers, 4006 engagements

"Not many vanguard folks did that in the 2000s. It seems to me people are forgetting the ride on this filly. That was while inflation was historically low and bond yields went down. 🥳"
X Link @Cole_Smead 2025-10-12T13:47Z 4115 followers, 1390 engagements

"@BrownMarubozu Im assuming the CVE proxy loses and then Adam will be negotiating with arbs on price for the tender. Hes willing to pay more because he sees more value"
X Link @Cole_Smead 2025-10-07T00:26Z 4115 followers, XXX engagements

"Thanks to the team at @atbfinancial for digging this up. This reads like it doesnt leave room currently for CVE to vote MEG shares they acquire up to the XXX% in the release but could if they have to amend record date later in a new offer"
X Link @Cole_Smead 2025-10-08T13:15Z 4117 followers, 2880 engagements

"Shocked. Tip of the cap to the CVE team"
X Link @Cole_Smead 2025-10-10T20:59Z 4117 followers, 11.1K engagements