interesting contrast between WCP and CPGFor those that are long term Carbonbulls WCP is the clear winner , investing in future production at deal metrics that were unheard of a few years back. The assets this team have acquired will propel WCP to the forefront of largecaps. that is if the long term structural oil shortage can withstand short term demand softness.
CPG on the other hand are prudently returning capital to owners well adopting a staedy as she goes balance sheet discipline , market clearly favors this approach at the moment , however if Putnin as per JPMorgan decides to constrain supply then alll bets are off
The winner of this contest will clearly be the acquiror of the other ...Right now its too early too tell I beleive the odds are 50 -50 So own both