RE:RE:Barron's mention
There are hundreds of natural gas stocks of all sizes. There is a certain randomness to picking 5 stocks but I was (and I am sure you were too) happy to see AAV get a mention in Barrons and some positive attention.
I have a tiny holding in AAV. I think it is an interesting company and undervalued - but I still have a little reservation about their debt and their smallish cash flow to service that and eventually pay it down. I do think that AAV is a deep value play and that you could not buy their assets for anywhere near the market cap of the stock. I learned about AAV from you on a board where I already have you on ignore. You are about to be on ignore here as well. You could be a positive contributor but you do not have the temperment for that.
500 shares @ $1.61 on November 27, 2000
2000 @ $1.56 on $1.35 on December 1, 2020
500 shares @ $1.35 on December 23, 2020.
TXP is my highest conviction small stock. I have a lot more shares of that. Paul Baay is doing a live presentation tomorrow from London. You should listen to it (6 pm London time which is 6 hours ahead of CST). You could even register and ask a question - maybe about the demand for natural gas in Trinidad. Ask him if all their gas will be stranded? As you have spouted many times. Or ask about the price they are getting at the well head. There are so many things you are uninformed about that he could explain to you.
Best. And bye.