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@PerpetualValue "And it comes to an end Strathcona $SCR.TO throws in the towel and Cenovus $CVE.TO will walk away with MEG Energy $MEG.TO Happy that I sold $MEG and slightly reduced $SCR Ready to buy more $SCR when it drops"
X Link @PerpetualValue 2025-10-10T21:17Z 4569 followers, 3001 engagements

"Offer for $MEG.TO is increased by Cenovus $CVE.TO to $29.8/share Payable 50/50 in cash and $CVE.TO shares (was XX% cash) option of (i) $XXXX cash (ii) XXXX $CVE.TO shares (iii) a combination thereof I think $CVE.TO will win the $SCR.TO bidding contest now I hold some $MEG.TO"
X Link @PerpetualValue 2025-10-08T10:54Z 4570 followers, 3028 engagements

"@BrownMarubozu Because the share price appreciated a lot during the $MEG.TO takeover saga This could have been in anticipation of a successful takeover and thus: - increased liquidity synergies more diversified assets increased size etc. This will not crystalize now and WTI 60$"
X Link @PerpetualValue 2025-10-11T13:47Z 4570 followers, XXX engagements

"@westerhope2000 @Thiswaythatday And what did $IPCO do in 2020 with low oil prices"
X Link @PerpetualValue 2025-10-14T09:48Z 4570 followers, XXX engagements

"Cenovus Energy $CVE.TO getting some help from Raymond James by increasing the share price of Cenovus"
X Link @PerpetualValue 2025-10-09T14:00Z 4570 followers, XXX engagements

"Strathcona Resources $SCR.TO can actually increase the bid a bit again and cancel the special distribution Instead of the special distribution it can offer the MEG Energy $MEG.TO shareholders a cash payment instead of the share option This can convince skeptic $MEG shareholders"
X Link @PerpetualValue 2025-10-09T09:10Z 4570 followers, 2155 engagements

"M&C Saatchi #SAA out with terrible results Let's recall: 17-5-2022: AdvancedAdvt #ADVT offer (at NAV) of 237.3p is 'derisory' Since then Total Return: #ADVT +127.3% #SAA +2.5% Yes I owned M&C Saatchi and I'm still pissed because of the unaligned Board"
X Link @PerpetualValue 2025-09-18T08:59Z 4570 followers, XXX engagements

"Kistos Norway Energy has a working interest in Balder with world class opex of 5$/bbl Var Energi is the operator Balder should have an economic life until 2045+ An asset I would want to own I hold Kistos Energy Norway Super Senior and Senior Secured bonds"
X Link @PerpetualValue 2024-11-12T10:21Z 4573 followers, 1653 engagements

"EnQuest #ENQ will struggle to reduce net debt at current low Brent oil prices around $62/bbl It is operationally and financially levered which can be a problem in downcycles. These things can move very fast suddenly. I'd be happy to buy back in the future at distressed levels"
X Link @PerpetualValue 2025-10-14T15:42Z 4569 followers, XXX engagements