Yes all producers have run hard, but the sector is still very hot, how many upgrades from analyst has the company received over the past few weeks, and I note 1 of them upgraded the sp by 300%, makes them look slightly retarded.
Paranoimia is not your friend, Mr/Mrs marking appears to have liked the certainty of SDV & somewhat JB coming on line in "foreseeable" future, therefore can start plugging in those free cashflows into their spreadsheets, putting a reasonable value on those assets.
Besides the above, 2021 is the start of a decade long super cycle, don't miss it