RE:RE:CSM_Q4 Key Takeaways The S&D equation for global oil markets is in the middle of a major supply-side reset that should provide support for oil prices going forward.
Oil prices at $60 per barrel are better than $50, and $70 is life changing.
CSM has a lot of growth potential here, seems to be discounted at 90% according to my 2-stage Free Cash Flow to Equity calculations. Anyone else calculated something like that too?