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@Cole_Smead "Shocked. Tip of the cap to the CVE team"
X Link @Cole_Smead 2025-10-10T20:59Z 4116 followers, 11.1K engagements

"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

"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 4117 followers, 11K 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

"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, 2886 engagements

"Look at the MEG volumes today. XXX million already traded"
X Link @Cole_Smead 2025-10-09T14:34Z 4117 followers, 4007 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, 4643 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 4117 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, 3120 engagements

"Not one mention of the compensation provided by the CVE offer as a potential conflict of interest. Disclosure is the tool that fixes most conflicts. There is none in this"
X Link @Cole_Smead 2025-09-15T11:48Z 4117 followers, 7838 engagements

"Globe and Mail: At least one other MEG shareholder has publicly criticized the Cenovus offer. Cole Smead CEO and portfolio manager of Smead Capital Management Inc. which owns more than XXX million MEG shares previously told The Globe that the overarching reaction to the Cenovus offer among MEG investors was disappointment"
X Link @Cole_Smead 2025-10-06T22:36Z 4117 followers, 6645 engagements

"MEG holders should feel proud that they run they run this show. Management and the board are not in control anymore"
X Link @Cole_Smead 2025-10-09T01:39Z 4117 followers, 3926 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, 6017 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 4117 followers, XXX engagements

"As short end of the curve goes lower pressure will build on XX year to stay sub X. MBS coming down with NIMs going up will do this also. Banks will lend or buy treasuries with bigger spreads. Real rates is the Trump admins view"
X Link @Cole_Smead 2025-10-17T18:00Z 4117 followers, 1136 engagements