Cenovus与MEG Energy的合并已获得Strathcona支持,似乎已成定局

投资观察
Oct 27, 2025

随着Strathcona对Cenovus与MEG Energy合并的支持,该交易看起来已无悬念。TD Cowen的Menno Hulshof在一份报告中表示,Cenovus现在获得了大股东以及曾经的竞争对手Strathcona对其MEG报价的支持,这使得支持率达到79%,而通过该动议所需的支持率为66.6%。他表示,新增的支持意味着在10月30日的会议上该交易通过的风险几乎为零。“有趣的是,Strathcona还同时以至多7500万美元现金及1.5亿美元的或有支付方式,从Cenovus获得一些特定的热能资产,”Hulshof补充道。

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