In short: Rumored to be pursuing a merger with DVN — a combination Haymaker thinks "would be highly attractive" (the combined entity ~two-thirds gas / one-third oil). Given a bullish write-up in September 2024 (with AR and EXE); "still fans," up ~10% from that plug. Its aggressive pursuit of DVN "validates our view" of Devon's value; the deal could prompt a Chevron counter-offer.
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