Perfect Timing
It is perfect time for the Wapiti plant to be down, and allows Karr full attention as POU ramps it up to 40,000 boe a day.
Keyera has some issues, they have changed staff, and they have an investment in the wapiti plant of almost a billion dollars. Good thing POU is not a one trick pony you see what happens to them CNRL buys them out.
Karr is not getting full attention, while at the same time Keyera is giving full attention to wapit, it looks bad for them and they need to get their act together.
This is the perfect buying opportunity for pou, once the Waterous issue is resolved POU will be ramping up to 40,000 boe at Karr, Wapiti is good for 15-20,000 boe as it sits, and they have 38,000 boe elsewhere as of last quater. 90-100 thousand boe a day, with Wapiti at half capacity.
The sun has never shone brighter on POU, the buying opportunity of a lifetime.
IMHO