RE:RE:Similar ViewpointFolks - I have lots of SDE so watch it carefully. The weakness might be a combination of soft NG and Oil prices catching up with the s/p BUT it also could be that some traders are re-positioning to play the dis-inflation theme verses the inflation theme. If you remember - lots of traders hide out in the E&P as a inflation trade. It might be being unwinding a little and the timing with low-volume might make it look outsized. Just my take but if it gets any weaker i will buy more. Agreed that this dip might speed up some communicaiton on strategic process BUT you certainly want any news to be material - otherwise the MSM will shift to the Russian story on SDE in the middle of it (like last video with SDE president - remember?). I am holding for now and watching for a recovery as SDE has some good news coming - and it's 2023 NG hedges as good too! TD12