Carcetti Capital Corp V.CART.H

RE:RE:RE:Naftogaz raises gas prices for industry from Jan 1

[Bobwins]

I keep harping on it but I think it's relevant.  IF they increase production and show signs that they will continue to drill, investors are more likely to hold.  If they rely on their partners to drill all their wells and their partners get conservative for some reason, then financial results might improve a bit but why hold if Cub doesn't demonstrate they intend to aggressively increase production.  

Over time, depletion will slowly reduce production and financial results will follow.  

The only reason to invest in an energy company over time is because they continue to increase production.  They can't control the price of the commodity, so the only thing they can control is operating and adminstrative costs AND production.  Good mgmt will maintain good cost controls and find ways to minimize drilling costs so they get maximum benefit from their production. 

Cub has been operating in a difficult environment, with the Russian intervention and super high tariffs so it's understandable that they didn't increase production during the tough times.   But now that environment is much better,  it's time to show that this mgmt team has the right stuff to increase production and cashflow and help shareholder value.  .