RE:RE:RE:RE:Why would POU want to Own Nuvista?I don't think so, because the assets that POU own are magnificent.
The clear water asset alone could be worth a billion dollars is my guess. North Duvernay, another 2 billion, east duvernay another two billion.
So POU will change their value in a MOMENT with a stoke of a pen, that what happens when you have more than 2 million acres of land and 1.3 million of acres in oil sands leases. Paramount is part of everything that happens in the industry and has significant unrealized asset value.
Liquids Rich Plays
Kakwa had like 3 billion dollars in infastructure investment for 180,000 boe a day. Wapit gas plant keyera build was expensive, and took a long time to get semi reliable. This quater is will be done for 10 days.
So pipestone is in its infancy, and NVA can barely afford to drill the wells, never mind put the infastrucutre in place. Pipestone will be a money pit for infastructure spending.
If NVA doubles that is great, it will add another $1.25 to every share i own in POU.
POU is a 50 dollar stock, not a stock hoping to be 7 dollars.
IMHO