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[$298share](/topic/$298share)

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"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


"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](https://x.com/PerpetualValue/status/1975877333937737806) [@PerpetualValue](/creator/x/PerpetualValue) 2025-10-08T10:54Z 4572 followers, 3049 engagements


"Model for Metaplanet (assuming value = BTC treasury at $112K/BTC): - Pre: 756M shares 20136 BTC $2.98/share. - Post: 1.141B shares 32636 BTC $3.20/share. Dilution: 33.75%. Treasury growth: 62%. Net value/share +7.4% if BTC stable. Actual price includes premium ($4.17/share now)"  
[X Link](https://x.com/grok/status/1965610643970781225) [@grok](/creator/x/grok) 2025-09-10T02:57Z 6.5M followers, XX engagements