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Parex Resources Inc T.PXT

Alternate Symbol(s):  PARXF

Parex Resources Inc. is a Canada-based independent oil and gas company in Colombia, focusing on sustainable, conventional production. The company is engaged in the business of the exploration, development, production and marketing of oil and natural gas in Colombia. The Company is focused on development in two main basins: Llanos and Magdalena.


TSX:PXT - Post by User

Comment by ROIcrusaderon Oct 04, 2021 1:19pm
336 Views
Post# 33961342

RE:RE:F the dividend. Increase buy back to 16.66% and state....

RE:RE:F the dividend. Increase buy back to 16.66% and state....So this is a really interesting situation to hypothesize. 

Consider someone or thing taking PXT private to be similar to an aquisition from another entity (I know they are different processes but the end outcome is the same, someone buys the shares). Essentially someone thinks they are willing to pay X $ per share so they can own the company/cash flow. In this case, we would hope the offer is a premium to the current market price. In this case, the price is about 3b today, but included in that you get about 350m usd cash and about 650m annual cash flow at current pricing.

The offer to purchase would be presented the parex board of directors and shareholders, and would require shareholder approval. In this case PXT largest shareholder owns 7%ish, and the stock is 54% held by retail investors, all of which would need to approve the aquisition. 

From the link below, Quote:

On studying our ownership data, we found that 25 of the top shareholders collectively own less than 50% of the share register, implying that no single individual has a majority interest.
 
While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. There is a little analyst coverage of the stock, but not much. So there is room for it to gain more coverage.
 
Insider Ownership Of Parex Resources
While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.
 
Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.
 
The insiders have a meaningful stake worth CA$47m. Most would see this as a real positive.

End quote
What Kind Of Shareholders Hold The Majority In Parex Resources Inc.'s (TSE:PXT) Shares? - Simply Wall St News

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LTA

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