gokou3

Updated 2025–2026 NCIB Running Ledger TSX Approved Program Maximum: 2,187,316 shares Absorbed in Q4 2025 (Corrected): 464,742 shares Absorbed in Q1 2026: 374,883 shares Absorbed in April 2026: 17,100 shares Absorbed in May 2026 (via SEDI): 170,000 shares Absorbed in June 2026 (via SEDI): 499,413 shares Total Program Shares Cancelled to Date: 1,526,138 shares Remaining NCIB Runway Remaining Purchase Capacity: 661,178 shares (valid through September 29, 2026)

I am tracking the repurchases as follow (with AI, so not guaranteeing the accuracy): Updated 2025–2026 NCIB Running Ledger TSX Approved Program Maximum: 2,187,316 shares Absorbed in Q4 2025: 151,029 shares Absorbed in Q1 2026: 374,883 shares Absorbed in April 2026: 17,100 shares Absorbed in May 2026 (via SEDI): 170,000 shares Absorbed in June 2026 (via SEDI): 499,413 shares Total Program Shares Cancelled to Date: 1,212,425 shares Remaining NCIB Runway Remaining Purchase Capacity: 974,891 shares (valid through September 29, 2026)

I am one who wants management to use up their NCIB limit ASAP at this share price. Do I understand correctly that TSX rules limit annual NCIB purchases to 10% of float? Any way to do more repurchases aside from SIB?

More MATR.to

What class - rate reset, perpetuals?

I am looking at the cdn prefs as well. Thought the perpetual fixed may be a good bet if rates have (or will soon have) peaked. What do you think? Thanks,

Interesting idea. In the past, share prices of rate-reset prefs tend to correlate with general interest rates. The consensus seems to be that the current rate cycle is closer to the top than the bottom. Are you concerned about an rate decrease in the next year or so?

More OXY.WS. Expecting Uncle Warren to keep adding OXY at these prices.

Indeed not much time value in these warrants - just about $0.40 of time premium plus the foregone dividends relative to buying the underlying stock. I guess if the company decides to increase the regular dividend payout, as a warrant holder I am slightly hurt by it (don't think there's any strike adjustment for regular dividends), but this seems to be already reflected in the small warrant premium. My brokerage account doesn't support this technically uncovered calls so no comment on it.

Swapped BAM into BN at par. Bought OXY.WS

I have a question re: global natural gas supply growth. For oil, I think the consensus, at least among energy investors, is that global supply growth will be limited in the next few years due to lack of capex / ESG craziness / etc. Is it the same situation for natural gas? Seems like there will still be a low single-digit growth in north america, partly due to lack of egress capacity growth. What about the rest of the world - middle east, Australia, etc?

The storage tanks may be full, but is it sufficient to last them through this winter? Asking a question.

More BAM, <US$40

Transmountain (TMX) is for crude oil. Coastal Gaslink is for NG transport from Alberta to LNG Canada plant in Kitimat, scheduled to come online in 2025. 2Bcf/d, a good start but far from potential production capability. All going from memory so may be off.

I believe he would just need to wait until the next January 1st, not 365 days, to re-contribute the $80k?