RE: RE: RE: shareholders proposal slides Question Nawar. Is PI using the same crude oil and gas price assumptions in their NAV calculation of $12 as TD is using in their comparison table?
Thanks for the work you are doing. Appears that Equal has zero geopolitical risk and yet is trading at such a discount to NAV (32%) that one would think that it is operating in Syria or Yemen and not US and Canada.
Someone has got to take a run at this company if this dislocation to reality continues. It could be bought for a 55% premium to today's closing price (~$6 per share) and still be bought for 50% of the NAV and less than tangible book value. Absolutely crazy.