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  5. TVE: Comments please on the adoption of the poison pill by TVE. [Tamarack Valley Energy Ltd.]
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Q: Comments please on the adoption of the poison pill by TVE. Is it a positive or a negative for the stock and how does it reflect on management?
How common is this for companies in the oil sector.
Thanks for the great service.
Rob
Asked by Robert on May 15, 2026
5i Research Answer:

A poison pill shareholders' rights plan has never actually been utilized in a takeover. All it really does is buy a target company a bit extra time in negotiations. Shareholders would balk if a company chose massive dilution over a real takeover offer. Thus, they are pretty common but we consider them essentially not noteworthy. It is not a reflection on management in any way. Advisors probably suggested it. Brokers/Lawyers can earn fees from them. Still, control of the company is in the market. But a hostile takeover is next-to-impossible in the sector (you want to keep the engineers and executives and management). We would consider it essentially a non-event. It is a bit atypical though as it is typically implemented by a company whose shares have lagged, and TVE shares are up more than 200% in the past year.