Painted Pony Pete Ltd PDPYF

RE:Runaway .........

[Runaway1492]

Topdown, I'm not sure where you get the idea I have a blindfold on. I'll give you some context. I own zero shares of Pony. I do own shares of Crew. Why? Because Crew has higher liquids/Condy production, higher heat content gas (which gets a premium), higher insider ownership, recent insider buys, more diversified hub access, better quality CEO (started and sold Baytex) and debt termed out with no maturity , no covenants, until 2024. I like the idea of Pony getting bought by an LNG Partner for their massive reserves but that's pretty much where my interest ends. They're all dry gas and I'm concerned how they could handle a rough 3-4 years leading up to LNG Canada getting built. No insider buys, debt coming due in 21 and 22. You might be right about the banks waiting to devour them. I'm not sure if they will or not. I felt negative about their debt long before this discussion. I agree with a lot of what you said about Trudeau etc and personally I would like for him to take a walk on a grassy knoll. We'll have to wait and see how things play out. The US shale sector is also recently experiencing trouble getting access to capital and I'm sure there's some spillover here to add to the already toxic political environment.