RE:The Great NuttalI wasn't referring to his stock picking abilities, which seem rather unlucky . Rather I was referring to his statements that the supply/demand balances for both for oil and gas are tightening internationally and in North America.( Which I ascribe to due to a tremendous reduction in drilling and an eventual recovery in demand for oil post covid.)
My focus right now is on a return of petroleum profitability to the point that asset values once again become a dominant factor in company valuations and in the determination of lending capacity.
Thus my interest in appraising companies based on both their published numbers and from the field expertise of posters on this board. (concerning prospectivity and costs)
I believe that the evaluation of assets and their inclusion in decision making is a key driver for increasing shareholder value.