Apr. 27 at 1:48 AM
$PR So.... WHAT A WEEK THIS IS SHAPING UP TO BE. The outcome of the
$COP Coyote/Mastiff assets bid will likely be hunted at our announced during the COP earnings on April 30. That COP call is arguably the MOST IMPORTANT single date for PR stock holders in 2026 outside of PR's own earnings.
This is the FORUM where Coyote MUST be addressed in some form due to:
SEC disclosure requirements
Analyst questioning pressure
Strategic communication necessity
$5B divestiture target update
I have been tracking this pretty closely with AI and have drawn the following probably outcomes:
Probability of meaningful Coyote news on April 30: 65-70%
Probability of PR being named buyer specifically: 25-35%
Expected PR move on April 30: +5% to +15% (range -3% to +30%)
This is shaping up to be a high-conviction "be in the trade" event for PR holders. I wouldn't dream of selling before April 30.
