RE:RE:Eric Nuttall take on Touchstone No he led with his big problem with the stock, he simply can't buy it in meaningful volumes of shares.
The obvious reason being because txp don't need to do any cheap placing with his fund.
It's a fair point he made that TXP don't have upside price leverage with rising WTI, but what they do have is a guaranteed price, which most CEOs would give their right arm for given TXP's likely Opex costs.
But clearly he likes the story, just not for his fund.