Business Opportunities - High stake poker
Paramount has the ability to do best for the company future, regardless of what Energy Analysts say like Eric Nuttal, who want companies to be balance sheet poor, and buy back all their shares so he has a exit strategy in place.
Paramount is sitting on 3 or 4 transformational opportunities, and its going to be interesting to see how JR plays his hand. He has been a bit poker faced as of late but we know their are billion dollar opportunities in the wings.
Clearwater - POU has one of the best land positions in the clearwater, and have a history of keeping land in the name of brokers so it can't be identified as theirs. I am waiting to see how they finally monetize this boardwalk property.
Liard - the wells are transfered, a partnership in place, and no mention of the substantial increase in a gas basin where wells drilling in 2015 have reservers in excess of 30 BCF and with the improvement in technology over the last 10 years they will only get better.
Wilesden Green - we should hear about the liquids processing capacity increase and the rampup of production, with the best yet to come.
The Liard/Horn River play could be worth more than the entire company, especially as LNG opportunity becomes more real. Woodside is a great partner when you playing the LNG game.
POU is the cheapest asset rich company in the Canadian landscape, without even thinking about their massive heavy oil/oil sand land base.
IMHO