MHP et al
Appreciate your focussed analysis...it's why i read them... teams always have friction and emotions managed provide opportunities..
This is such a dynamic business, i chuckle at Nuttals numbers...too simplistic given reservoir characteristics,infrastructure,engineering/third party complexities,americans/russians/trudeaus etc
Being so old i only invest in Mid-JCP's where I know someone reputeable after a long career downtown. Typically the shiny ones don't have much tenure,
This week I've added ARX, Pipe,Whitecap, Keyera. Averaged down on Kelt(3x)),Ath
My biggest holdings are Suncor,CVE,ENB