RE:RE:RE:RE:RE:RE:RE:RE:RE:Deltastream to TVEYeah, picking up smaller companies could be good considering HWX has a net cash position.
Not so sure about the whole of OBE. They are a fairly large target for HWX and have a fair amount of debt. Not sure if they have any interest in raising cash from selling their clearwater assets.
powerlunchmoney wrote: There are several smaller targets like Woodcote, Summerland, Islander, I3, Grizzly. Longer term I wonder if they would find value merging with OBE which only has 82M shares out. Seems like that would fit with Neil's fiscally responsible ethos.