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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 |
