RE:RE:The reality... Agreed AECO really should be a healthy price for the foreseeable future and that will help. Sure some ups and downs with weather but I think there is a structural change there going forward. 1.5 bcf in alberta demand growth. 3 propane export terminals on the west coast two of them expanding. Should never see such ugly liquids pricing again.
re VET - you can see Nuttall is just itching to make it a pick whenever he is asked about it. It is now routinely his cheapest stock on his twitter chart. That used to be YGR...
After YGR's Q3 misadventures these guys need 2-3 quarters of outperformance to rebuild credibility. I sold half but it is still my biggest position. It is so stupidly cheap.
i wonder if they had the guts to hedge any gas when it was over 6 bucks?