RE:RE:Scorekeeping
I wouldn't underestimate the private equity move to the oilfields. You saw how big Blackstone went on residential housing in the US after the housing crisis. They want good, cheap assets that can make money even at low levels with the upside optionality of higher prices. I could see a bunch of small players bought up over the next year, especially if interest rates are low in both Canada and the US. That said, I couldn't tell you if AXL is one of them.