Longview Oil Corp LGVWF

RE:RE:RE:RE:RE:Is this too easy?

[konzelmann]

I agree with your assessment, and I also started buying shortly after the dividend cut because I felt that with the cut the operation of the company became much more sustainable. Longview could sustain production and maintain an all-in payout ratio below 100% or can now grow production with a payout slightly over 100% - which will lead to greater cashflow in the future and continued increases to production over time or a payout below 100% in the future if capex remains the same.
Longview is undervalued for what it is, and pays a great dividend. So basically I feel that I've invested for the sake of a good sustainable return long-term but with a high percent chance that a buyout goes through and I book my return up-front. Either way things work out nicely if you're in at these levels. Not worried about it at all one way or another. I think the buyout almost definitely goes through one way or another, but I almost hope it doesn't because I think my long-term gain from collecting long-term dividends and sustainable growth might be better. Though of course, money today is worth more than money tomorrow. So everyone wants a buyout. $6 is reasonable, even if it means I'm sacrificing a bit compared to the long-term potential if there was no buyout. $6 leaves some for the new purchaser, so that's fair. $7 would be nice, but I'm not holding my breath for that.