GRV greenvale energy ltd
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Q1 2023 commentary from Goehring & Rozencwajg is worth reading....

  1. sahmee
    10,389 Posts.
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    05/06/23
    06:13
    Post #: 68125523
    Q1 2023 commentary from Goehring & Rozencwajg is worth reading.

    https://hotcopper.com.au/data/attachments/5326/5326483-44bf839c03494cd36098f52923d2be43.jpg



    https://hotcopper.com.au/data/attachments/5326/5326481-d696cb44f3d32b12913845a36528535c.jpg

    https://hotcopper.com.au/data/attachments/5326/5326484-67392aff0c4ca01f28555a03d6fa36a8.jpg

    ohh. did you also happen to see?


    https://hotcopper.com.au/data/attachments/5326/5326477-cb2633e854129b955cb3e61a2f10cd83.jpg


    A more nationalistic, less New-World/rules-based-ordery world has got to be a good one for all of us. Other than the bureaucrat class, I don't think anyone likes the dystopian, deep-state Empire we all found ourselves living in, especially when the weapons get turned on us. But when the countries with the oil start to re-assert their sovereignty and US shale can no longer respond, what about the price of oil, and by extension bitumen?
    Last edited by sahmee: 05/06/23
    GRV Price at posting: 10.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 2  Great analysis
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