Energy Investing - VET - absurd pricing - You do realise the 12% is @ 65 WTI right? The RBC FCF yield is 42% (!!) - do - Energy Investing - InvestorVillage


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Msg  428051 of 429843  at  6/23/2022 6:20:43 AM  by

Resilience


 In response to msg 428042 by  Wilk
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Re: VET - absurd pricing - You do realise the 12% is @ 65 WTI right? The RBC FCF yield is 42% (!!) - do you know how rare that is?

And you do do some long term planning in your portfolio right - like a whole 3-6 months at least?
 
And do you like ice hockey?  
 
Maybe good to keep US's comment in mind, which is an apt analogy and Wayne Gretzky quote:  "Skate to where the puck is going to be, not where it has been."
 
Ice hockey is pretty fast paced - and in this case you only have to project what the oil/gas prices puck is worth on average next 6 months out.
 
RBC VET CF/share '22 = $ 13,25 per share - '23 $ = 14,25 per share - yes, you read it correct!! On a $ 24 dollar stock.
 
Their debt will evaporate and guess where that CF/s is then going? In your 'show me the money' pocket if you have 3-months foresight and the balls to match it.
 
Happy hunting all. VET is a mind-blowing buy and I really don't see how their O&G high price situation can change materially with current geo-political circumstances.
 
VET = FED: printing money like it's free.  
 
REC this if you have some common sense ;-).
 
Keep smiling,  
 
R.  


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Msg # Subject Author Recs Date Posted
428059 Re: VET - absurd pricing - You do realise the 12% is @ 65 WTI right? The RBC FCF yield is 42% (!!) - do you know how rare that is? makemoneyinoilandgas 24 6/23/2022 8:11:55 AM


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