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Fern Wirkung@FWirkung
17 Nov 2025
Replying to @RazorOil
M&A isn't just in O&G E&P. CDN OilfieldServices several deals $CWC.to > $PD.to $ESN.to > Element Tech (private) $STEP.to > ArcFinancial (private) More to occur? @TeddyGambino @NuggetCapital @tsxman @Albertagarbage @sohaibab9
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Fern Wirkung@FWirkung
15 Dec 2023
Replying to @tsxman @TeddyGambino
$ESN.to did lots NCIB avg $0.40/share Seems no benefit to shareholders when it was bought out this year for $0.40 Could same occur with $STEP.to? Seems OFS tough business & no premium offered in buyouts: another ex $CWC.to Prefer dividend vs NCIB if buybacks not done low price.
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Julian Klymochko
@JulianKlymochko
9 Nov 2023
Today's M&A and SPAC notes $ASTR received a non-binding proposal from its founders at $1.50 cash/share, 102.7% premium $CWC.to / $PD.to deal closed $NEWR / Francisco Partners / TPG deal closed $ICPT / Alfasigma deal closed $NXGN / Thoma Bravo deal closed alpharank.com/live-updates/m…
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Julian Klymochko
@JulianKlymochko
7 Sep 2023
Today's M&A and SPAC notes $CWC.to to be acquired by $PD.to for $0.027 cash per share 0.0019x shares, -1.5% discount, $141 million $BHAC halts liquidation, sponsor deposits $175k into trust account, extends deadline $DWAC extends deadline to Dec 8 alpharank.com/live-updates/s…
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RealFakeMacT@RealFakeMacT
22 Dec 2022
Replying to @JamesHMackay
1. $VET.TO 2. $RZE.V 3. $ITE.TO 4. $CWC.TO
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@powderhnd
23 Nov 2022
Replying to @garquake
Hey Burnsco, you forgot $SDI.v, $CET.TO, $STEP.TO, $ESI.TO, $CWC.TO .. 😉
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Zhaozhe Jiang RETURNING TO THE 70s@Astervox42
15 Nov 2022
My OFS positions are like 40% of the portfolio now. $TCW.to $ESI.to $TOT.to $WRG.to $cwc.to Only e&ps I own now is $cnq.to and a little $AOI.to
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Zhaozhe Jiang RETURNING TO THE 70s@Astervox42
25 Oct 2022
like 40% of my portfolio is in OFS cos that are highly leveraged and entirely dependent on E&Ps capex plan for 2023 $ESI.TO $TCW.TO $TOT.TO $WRG.TO $CWC.TO The rest is random value stocks and tobacco😭
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Zhaozhe Jiang RETURNING TO THE 70s@Astervox42
4 Oct 2022
Replying to @CaptainRoyen
I own $cnq and $ESI.to in size (35% position) and a bunch of smaller OFS shitcos $cwc.to $WRG.to $TOT.to
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Dustin Lowenberger@djlowe
14 Aug 2022
I think q2 cdn OFS reporting can be summarized pretty succinctly: Estimates go brrrrrrr $cfw.to $TCW.to $step.to $esi.to $PD.to $EFX.to $SCL.to $ceu.to $SES.to $CWC.to
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Rock Creek Freak
@rockcreekfreak
28 Jun 2022
Driving to Montana & drove by $cwc.to ironhand rig 2, drilling Alberta Bakken hz wells near Milk River/Coutts for International Petroleum Corp $ipco.to
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TL@the_real_TL
30 May 2022
Replying to @garquake
$PEA.TO and $CWC.TO would make nice additions to your charts, gas & ofs, respectively. Cheers to another great day 🤝.
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PBC@pointbarcap
26 May 2022
Replying to @NachoTrust @UnruhTynan
Absolutely. $CWC.TO doesn’t need leading edge rates or margins to do very well from here
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......@TannerBoyle15
25 May 2022
Replying to @SynMaxEnergy
Better get #Fracking #Frac #OOTT #Com #Natgas #OFS $LBRT $STEP.TO $CWC.TO $TWC.TO #Permian

ALT Spanky Throwing Money GIF

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......@TannerBoyle15
18 May 2022
Replying to @aeberman12
Better get fracking #frac #natgas #oott $cwc.to $lbrt $tcw.to $step.to 🥵🥵🥵x.com/DevoutDriller/status/1…
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Chris in Canada 🍁
@tsxman
18 May 2022
Raymond James master OFS analyst Bradford wrote today that drillers have been "ruthlessly successful" in passing inflationary costs. Says 2022 EBITIDA expansion yoy to be 70-85%, the highest in at least 12-years. #OOTT $OIH $ESI.TO $CWC.TO $STEP.TO $TCW $PD.TO $CEU.TO $SES.TO
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PBC@pointbarcap
7 May 2022
E&Ps current STermism based on yrly budget cycles. Some term contracts, but generally <12mon. Can't commit capital LT, so forced to take spot exposure. = faster cadence of repricing for drillers into tight market. E&Ps going to have to come to the party. Bullish. $CWC.TO (2/2)
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In Nacho We Trust
@NachoTrust
4 May 2022
Replying to @coenjarts @EnergyBullBear @CwcEnergy @sohaibab9
I own both. valuation of $cwc.to is very attractive too and gotta say, this is one holding for me where I assign a lot to the CEO. Fundamental value eventually always catches up. In 6 months, perhaps they should sell 1 of their new rigs, pay back entire acquisition cost plus more
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PBC@pointbarcap
28 Apr 2022
Quick, but rambling writeup on $CWC.V / $CWC.TO that I've stitched together in the evenings after work. Would appreciate feedback, as I haven't written anything up since uni. pointbarcapital.substack.com…

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PBC@pointbarcap
8 Apr 2022
Think I've settled on first Canadian OFS shitco - $CWC.TO. BAM owns 57% of shares. Recently increased its US drilling fleet from 2 to 12 @ cost of $1.85M/unit, with contribution yet to show up in financials. Marginally profitably last year, EBITDA of around $19M. (1/4)
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