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@OpenSquareCap "$CVE as anticipated raises bid we were right about stock side (0.5 CVE shares) but they reduced cash likely keeping dry powder if $SCR.TO raises. We think $SCR comes back by raising cash component (instead of dividend post-acq they use it to bump $MEG.TO offer addressing their weakness). Theyll try and make it more expensive for CVE to get the last XX% of shares (as CVE has majority of votes)"
X Link @OpenSquareCap 2025-10-08T13:19Z 9249 followers, 1248 engagements

"What happens to $SCR.TO share price if its $MEG.TO pursuit ends in failure Some of the "air" (as $CVE's CEO calls it) may come out"
X Link @OpenSquareCap 2025-10-09T16:51Z 9249 followers, 4755 engagements

"Peloton $PTON is set to revamp its product line in time for holidays. Love what Peter Stern & mgmt team has done. Says right things & is gliding expenses down. If they show even modicum of growth this stock will fly. So much value in a subscription biz that has LOWER churn than Netflix"
X Link @OpenSquareCap 2025-09-30T13:45Z 9249 followers, 2432 engagements

"Both $CVE and $SCR.TO $MEG.TO bids now due in late October which forces shareholders to decide we think $SCR will come back sooner as they gamed out this scenario. Both have in fact. Shareholders get impatient. They trash $MEGs board but here were at getting closer to fuller value as they run the process. Again we ask whats an appropriate multiple on $400m of free cash flow from synergies which is largely cost savings 8x=$3.2B of market cap value or $12.8/share which means youre buying real MEG for $17/share if your bid is $29.80/share Its why $MEG is worth a lot more to buyers than"
X Link @OpenSquareCap 2025-10-08T14:01Z 9250 followers, 6454 engagements