RE:RE:POU the RockMaterialsMan wrote: POU definitely checks all the boxes.
You may well be correct in saying it's the cheapest energy stock in North America.
Unfortunately, that has been the case for quite some time.
For all practical purposes, the SP hasn't budged in about two years.
What is holding it back?
Good thing it pays a fairly decent dividend. Otherwise, this would be like leaving your money in a savings account bearing no interest.
What is it going to take?
POU is a Ivery complex company, and Wilesden Green is a massive play that is a game changer.
Their Duvernay they sold off all the scraps and are now monetizing the Meat and Potatoes.
They have made a deal with WoodSide regarding the Liard basin, waiting for LNG and gas price recovery.
Clearwater, lots of opportunity there.
I think it is a matter of time, and I like the dividend, and hopefully a special when they monetize the NVA shares.
POU cheapest company in Oil + Gas space with little downside risk.
Just bought more.
MHP
IMHO