RE:Question for BSWIt really doesn't change my date FC.
I think for me to see true value I want to wait for a few action items;
1. Zero debt.
2. Buybacks (get the float below 500M)
3. Dividends (Once we hit zero debt I would like to see 75% of FCF to dividend/buybacks. Bonus if you get the float to 500M or less in the meantime)
4. Transmountain
As you can see I have many things I am truly waiting for so no my date has not changed.
forecast123 wrote: Question for BSW: In today market call, Eric said the Russia/Ukraine war has pushed the energy super cycle thesis ahead by 9 to 12 months....I recalled your past posts last year saying you plan to hold onto BTE at least till mid 2023, see what happens then, and reconsider hold or sell ... With super cycle pushed ahead by 9 to 12 months, will you push ahead your hold/sell decision from mid 2023 to Q3 2022 ?