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Energy Investing
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Re: Two Charts of NG Inventories Thanks for this! >>but we still see another That's the true coinflip for a lot of gas producers right now, they can keep the lights on with liquids but the different in operating income at $2.50 and $3.00 is sizable. I know it isn't as lucrative or glossy, but I'm playing the volume side of the table with processing, transportation, and storage, and not the pricing side of it with the E&Ps. A few of my overweight holdings (PIPE, KEL, TOU, SDE) will benefit from a move in the futures strip, but my real money is in the midstreams right now. After ALA finally popped up maybe I should reposition, though. The one thing I've been buying lately has been ARX: VII was taken over at a steal, I think, given their C5 production and I don't understand the discount of the larger combined entity relative to their peers, given that both ARX and VII are premium producers. ...sorry for talking about energy equities here. |
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