No money in restaurants either and TV shows tough to produce in lockdown ... I know ... a different Gordon Ramsay.
I've reduced my holdings in Shell and WPL (haven't hit the reduce target on Conoco and STO yet) and and exited positions in Devon and other US shalers. Highly likely to have exited ASX listed juniors entirely in 2021, leaving only my core positions (of which COE is a keeper because of location and GSAs).
All that is happening earlier than expected for me (planned on doing that in the later half of this decade) all which IMO has been accelerated by COVID related macro and secular changes to our industries and economies ... electrification being a major theme.
We can't live without fossil fuels (which are more than just ICEs and power) but we seemingly can't live with them either.
IMO, balance in the portfolio is key ... shifted to from overweight to equal weight and likely underweight in not too distant future (~2022-3).
COE Price at posting:
39.0¢ Sentiment: Buy Disclosure: Held
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