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Stockchase InsightsStrathcona ResourcesSCR.TOHOLDNov 19, 2025

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

SCR had disclosed in the summer that a special distribution of $10.00 per share if its takeover bid for MEG fails. The takeover bid for MEG was terminated by SCR in October. A meeting of shareholders is scheduled for November 27, 2025 to approve the plan of arrangement and special distribution. Its balance sheet is fairly strong, with an equity position of $6.6B, almost no net debt, cash of $1.3B, and a total debt/equity ratio of 0.2X. There are some concerns that its asset quality is not as strong as some peers, with general thoughts that MEG's Christina Lake SAGD asset could be higher quality than SCR's assets. Approval of the distribution seems likely given that the primary owner (WEF) intends to vote in favour of the plan. All else equal, the share price is likely to drop by approximately the same amount of the distribution, post-payment. We would be cautious around trying to time the market by selling between record date and payment date, as a lot of volatility can take place. We would be comfortable continuing to hold the name given its decent momentum recently, even if there is a post-distribution decline equal to roughly that of the distribution.
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$42.81

Stock price when the opinion was issued

$41.01

As of Jun 19, 2026. Market Open.

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HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The revenue of $6.4M missed estimates by 31%. Loss was also much worse than expected. The company continues to move into new states and media revenue grew sharply. Another capital raise would not be surprising with the US rollout. Results were weak but the potential is still there. Unlock Premium - Try 5i Free

WEAK BUY

Legalization of sports gambling is opening up. He likes names like DKNG, as it's larger and with more opportunities. There will be lots of competition in the space. Exciting market for the long term.

WATCH

He owns very little in sports betting stocks. In mid-February there was excitement in this space, driven by legalization in some U.S. states, and at the same time the wider market was frothy. Since then, the market has changed what it's looking for, seeking reopening stocks. Score's valuation was overdone in February but is reasonable now. He's watching this sector now, which is growing, and will probably enter it at some point.

DON'T BUY

They have a great app to check sports scores, now pivoting to online gaming, a good business and a new, unknown market which excites investors, but a lot of players are entering this space too. It could end with SCR being bought out. We don't know the total market yet and how much money can be made. BETZ-Q ETF is better because it holds a variety of sports betting stocks. He doesn't know why this stock has fallen off lately; doesn't follow it that closely.

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has had a huge run, up 533% this year. The recent weakness is probably profit taking in case results are weak. Revenue remains very low but this is to be expected and this quarter does not change long term potential. Per share loss should be lower than last year. Unlock Premium - Try 5i Free

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The growth outlook is very positive with key bills being introduced for debate by the government. The reverse split has occurred. The stock is up 245% this year and expectations are very high. Decide on a weighting and sell into strength accordingly. Unlock Premium - Try 5i Free

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The consolidation is effective on February 18. 5i would recommend to trim on position size rather than trying to time the market. The price is not guaranteed to drop so you should look at weighting more than price. The stock will reverse split 1:10. Unlock Premium - Try 5i Free

RISKY

A bet on the future. Stocks that have gone back 100-200% in the last month will fall back and correct. Engaged user base, so a great opportunity. Depends on favourable legislation and getting the interface right. A very speculative play.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has built a solid platform and user base. They are well positioned to monetize through gambling. Revenues are growing and the balance sheet looks decent. 20% is owned by insiders. Unlock Premium - Try 5i Free

DON'T BUY

He would not short it or buy it. It had a big run this year on the idea of it getting into online gambling. He thinks it is real and could turn into a good situation but they will need some money to fund this roll out so see how they finance it. It is fully valued here.

DON'T BUY

A sports gaming bet since it was legalized in the states.. The company is a takeover target. Cash-flow is expected to be low. He wouldn’t look too closely at it. (Analysts’ price target is $1.00)

PARTIAL BUY

He once owned it and sold it too soon. That was a mistake. They have a lot of cash, a big user base, and online gambling now is a huge opportunity. Gambling may not spread as quickly as some expect, but more states are legalizing sports gambling.

COMMENT

Big breakout. Great for shareholders. He doesn't buy small caps. Overbought right now. Usually a stock goes sideways after that.

COMMENT

A past pick and a long-term hold though just sold his piece today. The valuation is no longer attractive and the company needs money to fund new sports betting initiatives. That said, he likes it long-term.

PAST TOP PICK

(A Top Pick May 15/18, Down 6%) A play on two emerging growth themes -- e-sports and betting. He is very bullish on e-sports for younger consumers all around the world.

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