Hey team, Jeepers.... NEN just keeps delivering nicely above expectations. NEN really is putting together a diverse and increasingly derisked portfolio. These are the hallmark steps to becoming a seriously competent and valuable company. Clear strategy which they stick to and execute well. The beauty is in the simplicity of the strategy. Pay the bills with predictable US assets, find great blocks eg vietnam, and de risk them with no cash outlay and get the competence of an experienced partner to boot... Blue sky upside with out betting the company on a drill hole. Resilient model.. Simple model. It is working. It's a beautiful thing and I am impressed and invested.
NEN Price at posting:
39.0¢ Sentiment: Buy Disclosure: Held
