If you believe that pipelines will eventually get built CNRL will be a great buy. Positive cash flowing and a war chest to continue to make moves to acquire these assets as the prices drop.
If you can buy an asset that cost 600 million to build for 300 million and it will be positive cash flow at reasonable diffs when the market recovers. Millions will be made in the next 2 years as the bones of the assets are picked through.
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