Now that we are embracing a commodity supercycle, POU stands out, as is just does not have the same objectives as other companies, and they simply don't care about analysts like Eric Nuttal.
- POU is not looking to pay down debt, because the really have zero net debt.
- POU is not looking to buy back shares, as they only have 140 million and a tight float.
So what is POU going to do with all its free cash, create value, sell plays, and pay special dividends.
POU is very much like a Kelt, but they have doing this a lot longer, they are way better at doing deals, and they have a lot more levers to work with.
Big Picture View POU's big picture view is Great Assets in core area, with the patience to let other drill and derisk your properties. So by just holding the land, in both Cavalier and Paramount, they have Tier one play ideas being generated by others, that can either be developed internally or externally.
The POU Play List is getting pretty long, but with Karr and Wapiti pretty well ramped up they have cash dropping from the heavens.
So while everyone if fixing up their companies in the super cycle, POU will be making the real dough with assets worth billions that are not recognized in the current market cap.
Kaybob Montney/Duvernay previously land of the super majors, now land of the free of debt, and rewarded for their bravery.
2022 - will be the year of Kaybob Durvernay, ask CPG, Murphy, Chevron, and they will confirm what POU already knows.
POU is a $50 stock and no renovations needs here.
IMHO