Twin Butte Energy Ltd TBTEF

Mason Granger on BNN tonight

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This well regarded money manager has a fund comprised of approximately 30 energy issues including TBE. He knows Jim Saunders and Mr. Steele. He touched on the production shortfalls at Primate and of the wide differentials that cratered Q1 earnings being the main cause of the low current share price. He feels the dividend is sustainable and that TBE is worth investing in. He said TBE may make another asset purchase however he feels that asset purchase may be away from heavy oil rather a diversification of the asset base may be in store in the next acquisition perhaps targeting a more gas oriented player.Did not mention light oil. Based on that conclusion ask your self: Who is on TBE's radar?.Granger gave no insight into who or when this move could or would take place. Not sure if it would be firms just making recent highs like an SGY or an RMP. Is LNV in their cross hairs? How about DEE? A firm going all out at Bigstone in the Montney hoping to attain 20,000 boe/d soon targeting ng and liquids. A new interesting angle worthy of  speculation and attention.