RE:Josh Young Top Pick Tamarack today 9n BNN
Went back and listened to a panel discussion in Oct where he highlighed TVE before clearwaterJosh spoke to how much he respected management and there ability to do mergers which on the surface the market doesnt understand but later prove to be highly profitable.He talked about the viking which they bought as a high decline asset and by applying waterflood technology turned it into a low decline cash flow machine.Brian as you know once ran Apache canada with a billion dollar budget before going out on his own with Tamarack.In his recent bnn segment he calls the clearwater the most profitable oil and gas play in North America.My guess is Brian sees something in the surge assets that the market doesnt get.Time will tell and I am looking forward to more info on the recent asset buys.