RE:RE:OBE v CPG One thing I really like about OBE is it has good transparency
It's so easy to analyze and perform your own sensitivity analysis to your own range of oil/gas prices and volumes. Even the bad outcomes look good
Its to the point that you can see the range of outcomes over the year that I'm impatient for the year to go past.
Normally I try to pair trade similar companies with similar prospects. There doesn't seem to be anything right now to pair trade with OBE
Its so nice having a fund control the business. A focus on share price rather than job security and perks