RE:RE:I trade 13 dollar target>>This is my largest holding by far.
Ha! Me too, about twice the size of TOU, my next largest holding. The combination of fully funded organic growth and FCF generation is attractive, as is their production mix, lack of hedges (ex-Velvet) and well charted plan. Hope we don't get derailed by another large acquisition: the Velvet acquisition raised the ceiling on where SDE can go, but kicked out the timeline to 2023. Need prices to hang out here until then.