RE:RE:RE:November ST13 is outSometimes getting licenses changed can take awhile to happen.
eg. landowner disputes and maybe a regulatory issue or just something of a minor touch.
fauxtomato wrote: The Husky acquisition is appearing with TWM as the licnesee in the ST13 now, as that acquisition closed at the very end of December:
Husky Strachan 4-2 (Ram River)
Marathon Strachan 3-6 (Deanne)
Husky Oil Operations Gs (Blackstone)
2018 EBITDA should compare favorably y/y throughout the year, while DCF and EPS may struggle due to interest and maintenance capex. At least TWM is now fully funded for the two major growth projects. Will be interesting to see if management limits their focus to that or if any additional opportunities will arise: junior gas weighted producers will be suffering for cash if these AECO prices persist.
I purchased a large amount of KEY after their share sale in December and the ensuing price weakness with the funds I got from selling a large portion of my TWM (at prices between 1.45 and 1.61) May look to rotate back to TWM if the opportunity presents itself. Will need to watch where gas producers are drilling, medium to long term I think someone will buy TWM.