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[@PerpetualValue](/creator/twitter/PerpetualValue)
"Strathcona $SCR.TO has increased its bid for $MEG.TO MEG Energy to XXX SCR shares per MEG share equating to 30.86$ Not entirely happy with the deal process since $MEG gets even more for its relative contribution But increased liquidity + index buying will be good for $SCR.TO"  
[X Link](https://x.com/PerpetualValue/status/1965001556664955036) [@PerpetualValue](/creator/x/PerpetualValue) 2025-09-08T10:37Z 4571 followers, 6885 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](https://x.com/PerpetualValue/status/1976213691365458261) [@PerpetualValue](/creator/x/PerpetualValue) 2025-10-09T09:10Z 4571 followers, 2169 engagements


"Var Energi $VAR.OL reports sail away of Jotun FPSO to Balder field The field is huge (80k boe/d) and low-cost (opex 5$/bbl) Kistos Norway Energy (KENAS) holds a XX% WI in Balder I hold: KENAS Super Senior XXXX% 2026 YTM XXXX% KENAS Senior Secured XXXXX% 2027 YTM 16.5%"  
[X Link](https://x.com/PerpetualValue/status/1900144949447815343) [@PerpetualValue](/creator/x/PerpetualValue) 2025-03-13T11:20Z 4570 followers, 1001 engagements


"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](https://x.com/PerpetualValue/status/1976758944853848140) [@PerpetualValue](/creator/x/PerpetualValue) 2025-10-10T21:17Z 4570 followers, 3093 engagements


"abrdn European Logistics Income #ASLI sells a package of assets significantly under book value This is the reason why I stayed away from this stock Assets were fully valued under book value and with little margin of safety compared to the market value of #ASLI"  
[X Link](https://x.com/PerpetualValue/status/1950838191180972166) [@PerpetualValue](/creator/x/PerpetualValue) 2025-07-31T08:37Z 4569 followers, 2313 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](https://x.com/PerpetualValue/status/1978124319529091129) [@PerpetualValue](/creator/x/PerpetualValue) 2025-10-14T15:42Z 4570 followers, XXX engagements