RE:RE:RE:RE:VET Management discussions interviews I listened to this interview this morning elsewhere incidentally stockmarket.
Overall, I felt it was ok. Didnt inspire me to want to buy more units tbh at the moment. Sounds like good things will be coming in the next 12-18 months. They have great cashflow. However, will be having to pay off the 2 major acquisitions still. Theres still fair amount of hedging of euro natugal gas in 2022 from the corrib acquisition. They did not give the impression that any significant share buy backs or dividend increases would be imminent either which was disappointing. Dont get me wrong I want them to pay debt down but I was hoping for a small increase in the divi earlier.
This kind of inspired me to look elsewhere for this type of play. I have a fair amount of money in VET already so dont really nes to add to my position for context.