RE:RE:RE:Your honest opinion on long term shareholders value Well, weighng in here, my comments:
I believe nvestors are nervous only because their brokers moved a lot of their customer assets into renewables along with tech stocks... with mantra that wd suggest something like: O & G is dead, Go ESG, Go!
Fact is, if you read anything published by Vaclav Smil out of Univ. of Man, in Winnipeg, (and Bill Gates is huge fan BTW) that the world needs energy. Period.
Having mentioned that, I wd also state that my prtfolio is heavily weighted to O& G. I mean look at the positive cash flow: who'd a thunk prices for O& G wd get to cutrrent levels.
And perhaps look at a portfolio rebalance in, say, 5 years or so.
Enjoy the bull run!