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@Nick_duCat "$SCR faces open hostility for its offer. $MEG board seems to get a "free pass" for its anemic effort to extract the highest bid possible. Is $CVE really even trying It's going to be interesting to see how this plays out"
X Link @Nick_duCat 2025-09-17T12:29Z 2048 followers, 1610 engagements

"Quality of management matters $SU has outperformed all of its targets since Rich Kruger took the helm"
X Link @Nick_duCat 2025-08-26T11:34Z 2055 followers, 2666 engagements

"An interesting twist if $SCR did win the $MEG takeover and then becomes the subject of a takeover itself. $SU or $CNQ"
X Link @Nick_duCat 2025-10-04T23:17Z 2055 followers, XXX engagements

"This photo will look great on those Gavin Newsom for President signs"
X Link @Nick_duCat 2025-10-12T23:49Z 2051 followers, XXX engagements

"Happy Sunday Go to church you heathens and pray hard because tomorrow could be an exciting day in the markets in a stomach churning make you want to throw-up kind of way"
X Link @Nick_duCat 2025-10-12T11:58Z 2051 followers, XXX engagements

"$MEG board did a poor job IMHO extracting value from the process but now shareholders need to decide who will manage the assets better. $CVE offers mostly cash but $SCR offers more equity. Who offers more upside Who is better aligned with shareholders The drama continues"
X Link @Nick_duCat 2025-09-19T11:20Z 2052 followers, 1652 engagements

"Outside of 'Western' politicians the MSM & a few 'environmental' groups no one in the rest of the world cares about climate change. There are X billion people in developing economies seeking a better life for themselves & their families. That is going to require a lot more oil"
X Link @Nick_duCat 2025-10-08T11:36Z 2055 followers, XXX engagements

"@BeegJj Good morning I wonder if instead of a dividend increase Rich Kruger is saving up for a special purchase down the road $CVE would look nice under the $SU Christmas tree this year"
X Link @Nick_duCat 2025-09-25T10:34Z 2055 followers, XXX engagements

""The year is 2026 and $SCR is putting the final touches on their hostile takeover bid for $CVE.""
X Link @Nick_duCat 2025-10-06T23:36Z 2054 followers, 1963 engagements

"About the whole cease fire"
X Link @Nick_duCat 2025-10-12T21:17Z 2051 followers, XXX engagements

"@kozakli5534 It will be interesting to see what happens when markets open after having the weekend to ponder everything. I am less certain that a deal with China will be reached anytime soon"
X Link @Nick_duCat 2025-10-12T16:10Z 2052 followers, XX engagements

"$SCR really wins either way. They can up their bid and get $MEG which is an asset they really want or they force $CVE to raise their bid even higher making a larger profit on the XXXX% of $MEG they already own"
X Link @Nick_duCat 2025-10-09T01:20Z 2052 followers, 1437 engagements

"Fears of a possible recession are outweighing years of underinvestment growing demand from developing economies and slowing growth from US shale. All the while depletion & decline never rest. No one said contrarian investing would be easy"
X Link @Nick_duCat 2025-10-13T11:28Z 2055 followers, XXX engagements

"@BrownMarubozu @bsilly3 He has proven to be a skillful asset allocator thus far"
X Link @Nick_duCat 2025-10-07T01:33Z 2055 followers, XXX engagements

"Risk management is important. It would be wild if both $CVE & $SCR bids were rejected. But this is 2025 and the 2020s have been a little 'wild' at times"
X Link @Nick_duCat 2025-09-17T23:50Z 2054 followers, XXX engagements

"Too little too late What will the $SCR response be"
X Link @Nick_duCat 2025-10-08T11:27Z 2054 followers, XXX engagements

"Oil is hated ignored and under-owned by most investors. It isn't always easy to be a contrarian"
X Link @Nick_duCat 2025-10-10T12:13Z 2055 followers, 6323 engagements