[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@OpenSquareCap](/creator/twitter/OpenSquareCap)
"Glass Lewis recommends $CVE's offer for $MEG. Last date to tender is Oct. X for vote. At $28.20/sh MEG is trading lower than the latest tranche (12.7M shs) Waterous bought at $28.64/sh when he increased his MEG holdings from X% to 14%. He holds 36M shares at avg. of $25.70/sh"  
[X Link](https://x.com/OpenSquareCap/status/1973459681994740191) [@OpenSquareCap](/creator/x/OpenSquareCap) 2025-10-01T18:47Z 9243 followers, 1932 engagements


"$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](https://x.com/OpenSquareCap/status/1975913944108916753) [@OpenSquareCap](/creator/x/OpenSquareCap) 2025-10-08T13:19Z 9244 followers, 1264 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](https://x.com/OpenSquareCap/status/1976329748596031511) [@OpenSquareCap](/creator/x/OpenSquareCap) 2025-10-09T16:51Z 9243 followers, 4840 engagements


"@EnergyInvest0r No not really it's only been a few days since $CVE incr. so I'm sure they're either discussing w/shareholders to gauge reaction & what it'd take to sway them. Tack on addit'l legal filings it does take a few days to prepare a response. They'll work thru the weekend"  
[X Link](https://x.com/OpenSquareCap/status/1976662544489308297) [@OpenSquareCap](/creator/x/OpenSquareCap) 2025-10-10T14:54Z 9243 followers, XXX 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](https://x.com/OpenSquareCap/status/1975924454569267508) [@OpenSquareCap](/creator/x/OpenSquareCap) 2025-10-08T14:01Z 9242 followers, 6553 engagements


"Just posted our latest Peloton write-up in our blog (link in our profile). $PTON"  
[X Link](https://x.com/OpenSquareCap/status/1980323029222855160) [@OpenSquareCap](/creator/x/OpenSquareCap) 2025-10-20T17:19Z 9242 followers, 1741 engagements