Win x4.My wishful thinking. POU did not acquire NVA shares to do a take-out on a 100% basis. POU does not need additional prospect lands or the debt that would come with this acquisition. So POU has an extensive portfolio of semi-developed high liquid potential acreage, the value of which is not reflected in the share price imo. With the status quo, the share price should grind higher. An option to this would be a joint venture to recognize this latent value. I have no idea what a 50% working interest in their Grande Prairie lands is worth. I would guess that it is significant! If POU could joint venture GP for a combination of cash, shares in public company and or drilling commitments, they then could, with their new partner do a transaction with NVA, having already secured a good share base. POU would give up a lot of net acres, however would get a bunch back from NVA.
So, who would be interested in, and is also capable financially of transacting such a deal? My thoughts gravitate to Tourmaline / Topaz. This could be a win, win, win, win ending!!!
As I indicated, this is pure speculation on my part. I have POU and TOU shares.
Merry Christmas.