RE:RE:RE:RE:RE:2022 Forcastagain I don't think you're connecting with what I am saying.
I am saying there are a bunch of folks, perhaps even you, who have the MISTAKEN notion that ARX is trading way cheaper than TOU. it is not. this has nothing to do with whether arx is cheap now, or is worht buying. it is to point out that if you understand the NUMBERS you would also understand that tou is Ridiculously cheap as well. I realizew that an understanding of the NUMBERS is not always primary with SHousers.
Mtklip wrote:
it has about 25% FCF at strip and is returning it mostly to shareholders and to deleverage. Has great quality assets and lots of inventory. I don't know much about tou, but i know that it had a bigger move in 2022 vs arc.