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Trican Well Service Ltd T.TCW

Alternate Symbol(s):  TOLWF

Trican Well Service Ltd. is a Canada-based oilfield services company. The Company supplies oil and natural gas well servicing equipment and solutions to its customers through the drilling, completion and production cycles. Its services include hydraulic fracturing, cementing, acidizing, coiled tubing and technical solutions. Its cementing solutions combine equipment, quality cement blends and ongoing research and development. Cementing solutions include pre-flushes and spacers, surface cementing, intermediate cementing, liner cementing, cement plugs and others. The coiled tubing includes milling, coiled tubing fracturing, E-Coil and others. It provides equipment, engineering support, reservoir expertise and laboratory services through the delivery of hydraulic fracturing, cementing, coiled tubing, nitrogen services and chemical sales for the oil and gas industry in Western Canada. Its milling services include fracturing plugs, fracturing ports, stage tool/debris sub and others.


TSX:TCW - Post by User

Bullboard Posts
Comment by MrAlbertaon May 02, 2019 9:17pm
142 Views
Post# 29704297

RE:RE:Spit roasting

RE:RE:Spit roasting Umm, this absolutely cannot happen and I doubt they can acquire much more. They are an investment copmany with a TOTAL market cap of $158M. Trican has a market cap of $377M. Just do the math. They likely have diversification policies that limit the amount they can invest in any single investment. If they have 10% in Trican, that is roughly 25% of their capital. In terms of Clarke's ability to invest, they are probably as "all in" as they can get. Clarke isn't a bottomless pit of money like Berkshire Hathaway. They are small potatoes. 

The bigger question is why would having Clarke, or anyone else, buy out Trican now be good anyway? Arbitrage is usually ~30% premium to the going share price. I don't see why there would be a bidding war in the western Canadian oil space right now so that premium is way generous. Considering we were north of $1.70 about a week ago I figured somebody like ForesstGump would have sold, taken the money, and ran all the way back to Greensboro Alabama. I say have fun just trading the volatility while waiting for the overall oil rebound. Have a good one man! 
Bullboard Posts