Good day for JOY and Alex Verge (CEO) interview Over the weekend I was deciding if JOY still fit in portfolio. All of my other O&G's are following the return to shareholder model of debt repayment, NCIB, and then dividend. JOY is paying down debt but otherwise growing output. As a very small producer they should avoid transportation constraints and my original purchase decision was done on how undervalued JOY appeared to be. Very glad I decided to stick with JOY and hold on to my shares, currently up 10% on the day.
I revisited the May 15th Alex Verge (JOY CEO) interview initiated by Sohaib Abbas on twitter. If you are a JOY investor I recommend you listen to it if you haven't. Interview is over 2 hours and is clear at 1.5x speed.
https://twitter.com/sohaibab9/status/1525689002606505984?cxt=HHwWgMCl4Y-Eq6wqAAAA