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Idea Xchange
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Re: It's Finally Time to Invest in TDW I jumped back out. It feels like dead money. I eventually see a raging bull market in oil given what I see as a coming supply shock due to lack of capex/rigs and the absence of investment in longer term projects. The issue has been demand. All of this ESG stuff is also starving the patch of capital. These forces will meet to produce an incredible opportunity eventually. Could start in several months or several quarters. So much seems demand related. |
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Msg # | Subject | Author | Recs | Date Posted |
2814 | Re: It's Finally Time to Invest in TDW | birdog40 | 1 | 10/12/2020 8:57:31 AM |