RE:CPG disposition .........CPG is a dumpster fire. With gas likely in the doghouse and now oil weakening with fundanentals deteroriating Pipestone will be better off in a larger entity. Looks like TMX may face further delays likely causing WCS to weaken which may also back up condensate demand. Overall fundamentals are deteroriating for E&P in a 2H/1H 2024. At least with Strathcona it is a longer term story with likely predictable recovery however slow.
Names like Crew and Kelt are sitting ducks for massive selloffs here without takeover bids soon.