RE:RE:shareholder return too weakPerhaps we do, but semantics may be a concern. Nothing you wrote is about the "stock".
You wrote about the company, and there our opinions agree. The company and its operations are high-quality.
But how much of the cash flow gain is reaching shareholders? Enough? This is a "stock" (ownership) matter.
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schocor wrote: We see this stock completely differently. I see a stable, cash flow machine with unique, irreplaceable infrastructure at one of the Worlds largest energy hubs. Furthermore, this is a North American company with all its assets in one of the few places in North America that still supports O&G (taxes). I am not comparing Gibson to finding a unicorn, but you will understand my point and why it is one of my core positions.