Eric on FP Friday 28thEric interviewed by Larysa Harapyn.
A lot of the things he has spoken about before, but I did notice a couple interesting points.
- He mentioned SIB's several times. In the past it has been a more generic share buyback or NCIB's,
- Regarding increased Canadian production he mentioned that the stocks will need re-rate up %150. I don't think he has mentioned a re-rate target for increased production before,
- In general he was speaking to what companies are and will do as opposed to what they need to do. He seems confident in shareholder paybacks happening as opposed to needing to get companies to agree with him.
https://www.youtube.com/watch?v=sjyMY1qoAK0