I like what they are trying to do here. I’ve started a position recently and will certainly add on any further weakness.
Could shape up as an interesting way to play an east coast domestic gas squeeze if you’re willing to hold through some ups and downs for a good period. I also wonder if some STO assets will find their way into the portfolio. Let’s see - but from work I’ve been doing Brett Woods seems extremely well regarded. Gotta give him some time to deliver.
Ann: Strategic Review Outcomes Presentation, page-57
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