RE:Share price after SD Based on the numbers I've presented earlier, $8.00 per share ex dividend values POU's 2026 production at < $5,000 per flowing barrel and attributes nothing to Horn River/Liard, Cavalier etc.
That's a pretty big disconnect.
There may be many companies "trading for much less" but none have the financial capacity to rapidly grow production without added debt or equity financing. SDE is a case in point. Big Duvernay land package next to POU's and they had to recently raise equity/dilute shareholders to develop that resource.
Compared to similar sized companies, POU will have financial resources that dwarf their opportunity set.
That deserves a premium valuation.