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Equal Energy Ltd EQU



NYSE:EQU - Post by User

Comment by algroveon Nov 04, 2012 8:48pm
114 Views
Post# 20561026

RE: Very Pleased with Equal Energy sale of Lochend

RE: Very Pleased with Equal Energy sale of Lochend

The free cash flow might be considerably more if the OK assets are bought by a trust in exchange for its shares.  For example, if Argent which N mentioned, were to offer 0.6 - 0.7 of its units for each EQU share, the latter shareholders will have ownership in a trust but without the duplication of costs (management, legal, accounting etc).  So it could be a win/win situation.  Scotia is not only EQU's strategic advisor, but was the lead in Argent's recent bought deal at $10 per unit, so they are close to both sides.  As N also mentioned, many US trusts could also become interested (on a share for share basis) once the last of the Canadian assets is disposed of.  I think we are very close to the end game.

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