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Re: Nuttals 2024 $90WTI FCF Yield Pareto Chart:VIAIf my painfully depleted portfolio in 2020 taught me anything, it's not to bank on things like these never happening (after all, we are banking on the behaviour of a commodity): "Absent a repeat pandemic, I think prices will stay supportive. A bigger risk may be someone like Trump coming back into office and opening all spigots for oil production in the US." Just saying... You and vxmike are somewhat rowing in different directions, I prefer his take. Companies like Crew & TOU (and according to him, OBE) prove you can grow (a lot or a little, respectively) without betting the farm, when you're good operationally and on the G&A team. Regards, Naamkat |
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| Msg # | Subject | Author | Recs | Date Posted |
| 521894 | Re: Nuttals 2024 $90WTI FCF Yield Pareto Chart:VIA | ticon | 20 | 9/21/2023 11:33:43 PM |
