RE:RE:RE:RE:Entry price I hate to unwind earlier sentiment but my recommendation is to take positions in nat gas E&P for this winter. Oil headwind on inventory will remain glutted for months. Winter gain on Peyto and Birchcliff positions can be sold and put into NVA for '21 return without missing much in the short term. NVA catalysts are the debt payback and some meaningful uptick on gas, but the real money maker is on liquids.. which there is no rush on today.
my thesis? keep a position in NVA but spread your portfolio into gas as the season is just starting to roll. A cold winter will pull distillate inventory but with plenty of overhang, my money is in gas.
GLTA