Another High-Premium, Multi-Billion-Dollar Canadian Oil Deal
Strathcona Resources will acquire Greenfire Resources for C$2.8 billion including debt, valuing the Canadian heavy-oil producer at up to a 39% premium.
Wednesday, November 11, 2026
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From X
Serenity on X
@TimeToCompute Coreweave did say they’re getting 100% contract value prepayments, which is kind of insane. So that sends a positive message for the other Neoclouds like $NBIS and $IREN
Asif Suria on X
Whoa! Western Union $WU decided to terminate the $IMXI deal despite the conditional approval that came in from California after hours on Tuesday
Asif Suria on X
@compound248 @jbmp51 Looks like $WU decided to terminate the deal. Crazy stuff.
Prepared Remarks on X
Was there any reason for the $bkd rip into the close? +5% in 30 minutes on decent volume and from -5% intraday
DOMO Capital Management, LLC on X
@gr8t4ver @ArbLens Probably closed tonight or signed a short 5 day extension. California would not have approved unless $WU signed-off on whatever the conditions were. No chance they walk or renegotiate. $IMXI might not even trade tomorrow.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $95M
- FCL Capital October 2026 ANPDF $28BCNSWF $50B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Auxier Asset Management Third Quarter 2026 CTSH $29BDVN $48B
- RF Capital Management third quarter of 2026 7521 $112M
- Mawer Investment Management Third Quarter 2026 2059 $25BBN $97B
- Marram Investment Management 2026 3rd Quarter CSGP $12BPAY $4.2B
Seritage Growth Properties: Final Stages of Liquidation
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Q3 Earnings: XPEL, Liberty Capital, Douglas Dynamics, Strattec, Seaport (XPEL, GLIBA, PLOW, STRT, SEG)
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AMSC, Datadog will be fine, SiTime is worth a look
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DigitalOcean (DOCN) Q3 FY12/26 Earnings Review
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L3Harris (LHX) Q3 FY12/26 Earnings Review
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