Strathcona Resources, MEG Energy, Cenovus & Fairfax Update!

from Newcomer Investor · host Newcomer Investor

Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Asheef Lalani, an incredible Toronto-based investor. Please note, this conversation was recorded on September 29th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. Disclaimer: The content in this episode is for informational purposes only and should not be interpreted as financial advice. Please consult a qualified professional before making any investment decisions.Connect:Newcomer Investor on X:⁠⁠⁠⁠ ⁠⁠https://twitter.com/NewcomerInvest⁠⁠⁠⁠⁠⁠Asheef on X: ⁠⁠⁠⁠https://x.com/BrownMarubozu⁠Fiscal AI: my favourite research tool: ⁠⁠⁠https://fiscal.ai/?via=anthony⁠⁠⁠Quick note: At 2:40, it was stated that the SCR offer was 80% cash and 20% stock — please note this is reversed.

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Strathcona Resources, MEG Energy, Cenovus & Fairfax Update!

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