RE:Always Some New Surprise in the Quarterly ReportsTVR wrote: Guess the market is not enthused with the Q3 reporting. While the legal action on US products coming into Canada could be positive... eventually, the new negative is the end of the Cenovus offtake agreement with PGR. Soiunds like TWM is having troible replacing Cenovus with other customers at the same pricing so not good for margins. While the timeframe of this offtake agreement was known, most have probably forgotten about it over the pst five years.
Yeah I guess they innocently forgot to mention the upcoming offtake expiry it in Q2.