I mean, happy to see a flutter or so being invested, at least being watched and got skin in the game (it's a long game). I'd feel bad if we get blamed by not being convincing enough on the EPM "thesis" (which is literally most of the commodity thesis combined at the moment in one stock).... (you can't win either way with some down rampers). Hard to directly compare EPM to any direct competitor. I think there was a comment about the assets are dis-jointed; but imo the basket itself is massively strategic and make more sense in a forward view i.e. 2025+, both in location and potential markets, and forecasted commodity pricing.
EPM Price at posting:
2.2¢ Sentiment: Buy Disclosure: Held
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