GREY:CAZFF - Post by User
Post by
buyvalue1on Sep 30, 2014 6:38am
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Post# 22981682
UK Post/
UK Post/ fyi (Newsletter)
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malcy's up early
Caza
I am hoping to chat to Mike Ford at Caza later and will report back but an initial view of the EnCana deal in which it has bought Athlon Energy for $7.1bn in total may well have some read through for Caza due to its Permian basin position. One interesting thing to note is that Apollo, backers of Caza, also backed Athlon and at a take out price of $58.50 a share tripled their investment from the IPO in 2013. Much more later but pretty much whatever this looks good for Caza which I believe to be outstandingly cheap. - See more at
Malcy's Blog/link:
https://www.malcysblog.com/#
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Long Caza