Stat I saw on Twitter...Cdn O&G gutted....Nothing newIn 2010, there were 249 CDN O&G names over $10 mln MCAP (vs. 74 today). For more institutional relevant names >$1 bln MCAP, there are now only 12 names (vs. 43 in 2010). For any company that has survived the past decade, they likely have unique competitive advantages