RE:RE:RE:RE:RE:RE:RE:WHAT PERCENTAGE OF GAS DOES OBE HAVE.?Boy do we ever need some promotion.
Probably only thing stopping IPO from being on Eric Nuttal Nine Point reason FCF/arket cap list for 2022 is size as Bartole would be able to convince him.
Sick that BNE is on a NInepoint graph that Nuttal tweets.
Number 1 how realistic is BNE's 2022 forecast.
OBE would have the highest 2022 FCF Yield to Market Cap that if Eric had included OBE he would have needed higher % numbers on graph...obe is well over 66% if you use presentation numbers but Eric graph uses current strip NG which is high for Aeco this fall. Obe is easily over 70%....
Need promotion badly...management needs to create a 5 year CF plan...
Hendrick3 wrote: Have not heard any rumours but I dearly wish that OBE would merge with IPO and let Bartole be the CEO of the combined entity. IPO is not only killing it at the well head but are constantly getting analyst upgrades. OBE could use some good press to go with their good results. Bartole is a good spokesman for his company. He performs in meeting his promises, speaks with humility and has analysts on his side. In a time where operational excellence is so important, we need an operational CEO.