Bill Harris, CFA
Mission Oil & Gas Inc.
MSO-T
BUY
Sep 13, 2005
Very much likes the management team. Do an extremely good job. You will have to believe that these guys will do an acquisition, drill it up, do a bigger acquisition, etc. Fully gives them the benefit of the doubt on this. You are in relatively early on this one.
Have a very interesting exploration play in the Bakken area, which they have done very well with. There is more capital appreciation potential in it. Good company.
Being acquired by Crescent Point Energy (OPG.UN-T). Usually, a trust buying a company, there is a premium paid and you don't get full value red away, but have to wait. Not a bad place to be.
High quality management team and high growth assets.. Being acquired by Crescent Point Energy (CPG.UN-T). This is a good exit if you own so he would tender.