Post by
SideshowBob1 on Jan 15, 2024 2:27pm
Windfall Event
Remember last year (or the year before?) when a cold snap ripped through the west provinces and states and AECO gas prices went through the roof and it turned out to be a fairly significant windfall for CAD producers? I think that same dynamic is currently playing out. Nice set up for a juicy Q1.
On Jan 14: Tara Weber via X AECO prices
Jan 12-15: $14.00
Thats vs an average of ~$2.00 for the week leading up.
Happy divvy day, got that DRIP working? Maybe that's driving the bid today.
ARX 5 day: 11.42%
TOU 5 day: 0.78%
Gotta love taking TOU to the woodshed. About time the market recognized they are WAY overvalued in comparison. ARX is the 'warren buffet' stock of CAD prodcuers - tell me I'm wrong. GLTA.
Comment by
Trapped on Jan 15, 2024 3:09pm
Good comparison. As we know, TOU is an excellent company. I just feel ARX (still) has much better relative value with greater upside potential.
Comment by
Lupuslupus on Jan 15, 2024 8:20pm
I own both Tou and Arx Definitley 2 of the best when it comes to NG As for saying Tou is being taken to the woodshed and being WAY overrated be very careful Mike Rose is one of the best in this industry and his track record is pretty impressive Good things come to those who have patience