RE:RE:RE:Do your own DDThese "good news" not being priced in is precisely the reason why the share price is still attractive. Value stocks usually have a relatively long entry window, as the value is being ignore by most. It takes a great deal of patience to see material changes in fundamentals as well as perception, but once it turns, the upside usually accerlerates.
If you are a fund manager trying to keep up with the index, you'd be asked to leave keep owning this one or most Canadian energy names, 6 months to a year of underperformance would be career altering when you invest dumb money. The lack of institution ownership makes these names rewarding for those without cost of capital.