RE:RE:Exit StrategyPersonally , I like your moxy in owning so much Crew.
With a 2P value north of $ 18 at 10 % discount , you could most likely retire today , secure in the knowledge that Crews share price will grow faster than the shares you need to either sell or to borrow against to fund your retirement. That would be a much better way to play Crew , since a sale today would be fully taxable and at a very high income tax rate.
That is also a major reason that Dale and gang probably have very little interest in an outright sale of Crew .
One thing to consider is diversification to offset volatility. If you like the sector , there are many choices as you have mentioned. There are also the heavy oil producers who shoud do well once TMPL is finally up and running.
Any way giving investment advice is not my skill set as my own returns are premised on longer terms , and are probably better suited for our Grandchildren !!