RE:RE:RE:FFO per share relative to share price Hey Cliff, yes that is an important consideration, in that type of value calc. On the original post I did try to quick give a liquids % and heavy %.- mind you a few of those compaines weren't great side by sides
A guy is going to need a gut feel for the value of the mix. My gut says YGR way undervalued and overlooked. In fact I like the mix alot. Light sweet crude and Natty. No heavy or sour.
Also I think we are starting to see the very begining of the market wanting to see growth through the bit rather than the past 2 years of shareholder returns, don't get me wrong, that has a place. CJ Q3 wasn't well received. Proably going to take awhile. But you and I have patience in spades.. HAHA
cfliesser wrote: Fully, have you considered weighting by using benchmark prices for each commodity to put better into perspective the difference in liquids % and crude grade?
I know its a lot more work... but food for thought. I think YGR will still be great but maybe different ranking...