i'll retire. and buy you lunch too ha
holding at 100 wti/85wcs.. technically would mean we would spit out $60m fcf p.a.... so 1x market cap....every day above 80wti is great for us. 90 would be a sweet spot but looks like opec is happy with 80wti as a low - ideally we see 80wti hold and wcs spread come in to $10... so we make $35m fcf p.a....which i think is entirely feasible and sustainable for both producers/consumers. probably won't be enough to stoke inflationary fears and force all the central banks to raise rates more
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i'll retire. and buy you lunch too haholding at 100 wti/85wcs.....
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