CFE looks pretty interesting! I'd like to chat with you about it do you mind sharing your email address or you can email me at [email protected] ?
My current favorite idea is EROC (US listed). They're an MLP which cut their distribution to pay down debt. Pretty highly levered to US natural gas prices. Maybe 2-3 times upside from current price. They have a pretty complex corporate structure which is ultimately quite favorable for investors.
Again thanks for your help with valuing PAN and MCR.
PAN Price at posting:
$2.42 Sentiment: Sell Disclosure: Not Held
