RE:RE:RE:Should ARC receive a TOU evaluation just based on ASSETSI agree about Mike Rose. Their TOU/TPZ spinoff was excellent. TOU has been gobbling up Juniors like pacman.
ARX on the other hand..this is the ONLY deal theyve done.. so boring & flat.
topdown99 wrote: Charismatic growth leaders ? Really Cheadle ?
Mike Rose has been a rockstar when it comes to M&A and running TOU . Tourmaline just released new operating/production guidance which was stellar but the share price has drifted . ARX seems to be trading the same way while fundimentals would indicate the shares should be appreciating . Large positions bank on the impatience of smaller players as they soak up disgruntled sales , whether you hold or sell really only matters to you .