RE:RE:RE:New presentationhttps://www.bnnbloomberg.ca/market-call/varun-anand-s-top-picks~2393583 Thanks for this! Nothing new. I think we're stuck waiting for the renewable diesel facility to begin operations.
The Pembina gas processing deal provides a good floor to valuing Pipestone.
I'm going to forget TWM for a while and look in a year. Take the current EV, subtract what Pipestone is reasonable worth, what LCFS is worth with an operational RD facility, and I think you're getting PGR and the BRC for peanuts.