My Pou Portfolio
POU is a unique company, and it an Economy where costs are out of control, capital is expensive, and services are in big demand, POU has all the basis covered.
POU has all the basis covered.
Service Company - (Fox Drilling)
Land Company - (Cavalier Land, 2,000,000 acres of land)
Equities - (NVA, WestBrick, Sultrana, CPS etc)
Production - (Karr, Kaybob Duvernay, WilleGreen)
Banking - ( Zero Debt, with over 700 million on balance sheet)
LNG Opportunity - ( Participation in a New LNG project, producer backed)
Frontier - (Liard, Horn River, Clear Water, etc)
Returns - ( Pays a monthly 12.5 cent dividend and $1 special dividend in 2023)
POU is really an investment where they have all high cost compenents under their control.
Best investment in oil and gas, and big production gains are just starting to rampup in Kaybob, and Willesden Green.
I think that POU may sell Kaybob Duvernay, and the buyer might be Murphy, or maybe Cresent Point.
POU is simply to cheap and they have so many irons in the fire, you get pleasant surprizes all the time. Like the time they sold all their roads in Kaybob for millions of dollars, who would of thought.
IMHO