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We follow-up on last week's post (here) that dove into our takeaways from recent Super Major M&A activity. We look to address the issues of (1) what is the goal of recent M&A activity; (2) what consensus media or Street views do we disagree with on M&A; (3) whether bigger is better; and (4) what does this mean for SMID-cap traditional energy.
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⚖️Disclaimer
I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.
📜 Credits
Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.
This episode of Super-Spiked Videopods was edited and produced by Veriten Productions.
Super-Spiked Videopods (EP32): Energy M&A Q&A