Heavy in POUI have been a POU fan for many years, and i do own a couple other names. I am very familiar with the Montney (VII Gen, NVA) and hold shares in both those companies. True, i have held this stock when it traded below a dollar, now i have had quite a run, and i did double down, not to the extent of Raymod but to the point it was my only energy stock at one point in time and i was really overweigh in the sector. Raymond and i held each other back from jumping, but that now seems a long was back in the rear view mirror.
Balance Sheet Repair
- I purchased NVA as soon as they fixed this balance sheet with that deal that gave me the green light to invest.
I purchase VII Generations as soon as we starting seeing OIL north of 60 (Liquids Rich)
- High cash flow generation now.
POU is my belief in their asset base, and the future or Energy.
- Most opportunity to make a deal and change the company in a heart beat.
- POU is one deal away from a full out explosion in share price.
IMHO