POU is a treasure chest of OpportunityPOU management is very well informed, and works closely with Peters the number 1 investment company in the Canadian Market Place.
With an Energy Price between 90-100 dollars i expect to see $40 dollars by the end of the year.
POU's Karr asset is it most reliable and profitable, and is a very valuable asset they is important in the success of Paramount, and if Karr goes down, it would be a trigger to sell.
So if you think about it almost 50% of POU production is from a Tier1 return asset, and Wapiti may not be as good its pretty good and could call it Tier 1.5 . Almost 70% of their production is from Karr + Wapiti.
Also NVA is ramping up, and i expect to see them at 15 dollars by (January-Feb), in 2022 they will hit 90,000 boe a day and if prices hold they will be a $20 dollar plus stock. POU has a lot of NVA stock and i think they may take them out, especially if they keep buying back shares and making it cheaper for them.
I also expect a special dividend for POU after Q3. I think they are buying good bolt on assets like Karr and Wilesden green.
For Montney plays i look for great production numbers, very liquids rich. For Duvernay i look for lots of running room and the ability to drill long reach wells.
North Duvernay will be an exciting playin the short term.
Also POU has assets that are just not valued by the market.
So a conservative estimate is $40 dollars by the end of the year with oil between 90-100. If oil goes back to $150 U.S. i would say 60 dollars an you should sell.
IMHO