interesting analogy with STX. i hold STX and has been my other...

interesting analogy with STX. i hold STX and has been my other "high conviction" hold along with EXR.
I bought into STX with the hype around Jaws (Potential 11tcf). it didn’t come off as we know. however they pivoted to Perth basin - i continued to buy during dark times (including march 2020). it is now paying off big time.

one of the attractions of EXR is that it is also not a one trick pony. i believe in the hydrogen potential. if that fails we have Grandis (with confirmed gas). therefore the chance of complete company failure is much reduced. yet the upside is vast and considerable. hence i am comfortable with topping up and bringing down my average (currently around 20c)