In short: The Montney target in Ovintiv's move into Canada — cited as part of the consolidation trend up into the basin.
30:29You see Shell now coming with ARC. These are some major deals here and it's just because this inventory is very competitive relative to a lot of the plays that those companies have elsewhere. So last quarter or last year was one of the biggest M&A years that we saw about $30 billion worth of M&A versus prior years going all the way back to 2017 2018.
In short: Not owned — pass. Asked whether gas names like NuVista or ARC are a buy: likes commodities long-term "but it's just not for us." Would revisit only if oil re-rates well above gas.
43:20I mean, like that's not where we see the opportunity. Um, if we wake up at a time and people have decided, oh, look, oil stocks have done better. Let's overpric those relative to gas. I'm sure we could come back to those. again if if if someone said what's the number one stock I'd want to own in that space termine okay because you got a great capital allocator there um but we don't own that stock and I say that'd be the first place I'd go um you know it is it is a big liquid stock someone could say well cool that's highly liquid and I agree um
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