Fun Stuff!I always told myself whenever i got ath back to my cost base i would sell out. It was one of the first investments I ever made 6 years ago. But honestly, this is just really fun to watch play out at this point. I'm going to hold for the next few years to see how this plays out given oil fundamentals right now. If they can actually get into a net cash position within 2 years the downside vs upside risk is unparalled due to their free cash torque, especially if the esg trend continues to promote upward pressure on oil prices into mid decade.
I have always maintained that at a minimum they had basically c. $800m in tax loss value for any potential acquiror prior to considering any value for their assets.
good luck to everyone on this and enjoy the ride