BOE 1.73% $3.24 boss energy ltd

Uninvestable, page-35

  1. 2,755 Posts.
    lightbulb Created with Sketch. 487
    Sorry Stefffi... nothing is for sure, that is the only sure thing.

    Folks attached themselves to the general U demand supply narrative disproportionate to BOE facts (price) and some are stuck. The former is great to trend follow and watch people pile in, but its secondary.

    Supply doesn't get acutely smaller until ~2030 based on current planned demand/supply forecast... but that requires assessment as time passes.

    Price is King. Time is God.
 
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