TSX:BEI.UN - Post by User
Comment by
malx1on Jul 13, 2023 11:01am
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Post# 35539307
RE:RE:RE:RE:RE:RE:TD's Upgrading to ACTION LIST BUY from Buy; Q2/21 Results
RE:RE:RE:RE:RE:RE:TD's Upgrading to ACTION LIST BUY from Buy; Q2/21 Results autofocus111 wrote: Less than a year ago? My last post on this thread was nearly two years ago, and it was predicated on the assumption of oil prices not moving up above $60. Obviously with higher oil prices the investment thesis changed. And despite oil pushing well into the 80's and sustained prices above $70, the stonk is a mere 10% above that $59 target TD laid out back then.
PS: No comment on my recent post about 'strategic moderation of rents' stated in the perational update a short while back? Anyway, I am out if the stock hits $70, as I stated in several more recent posts.
That's a lot of moving pieces.
What is so significant about $70 vs $65?
If you don't like the business why not sell today?
I'll just keep watching management build the NAV and the share price moving higher.