3 Comments

Your analysis makes so much sense, that it's scary.

Well done.

Expand full comment

Derek Evans learned his lessons and MEG is paying off debts frequently and rapidly.

Burnsco

@garquake updates on their debt re-payment regularly.

Expand full comment

I hope so. The stated plan to use some cash flow for buybacks and some for debt retirement doesn't impress. Recession looms and oil prices could fall dramatically (I don't expect they will) and the MEG story will have a different color. https://www.jwnenergy.com/article/2022/6/1/meg-energy-initiates-buyback-with-34-million-share/#:~:text=MEG%20Energy%20Corp.%20started%20a%20share%20buyback%20by,the%20buyback%20plan%2C%20which%20expires%20on%20March%209.

Expand full comment