Eric NuttallI was on a Zoom call featuring Eric discussing oil, Batex was mentioned, and he discussed the writedown as it was misunderstood by market.
Eric talked to Baytex management, and his fund did not sell any shares.
He did also talk about a company (no name meantioned) questioning why people wouldn't buy factoring in a share price dropped of 8% last week, current bringing in 20% at $80 oil, 10% going to buyback & dividends to shareholders .... wonder who he was refering too :)