RE:RE:So now our market capI guess the only three things that are guaranteed in life are Death, Taxes and Monkey's negative spin on literally everthing.
Capex increase.....if you are actually surprised or concerned I would suggest you wake up and regognize the world you are living in.....here's a hint....it's called INFLATION....literally the entire world is dealing with that now -- but somehow CRE should not be subject to it?
As for increase in selling price....even with the tiny increase in $ and % terms....we still sit less than 65% below where sales are happening. Could prices go down - ya, could they go up...YA....if you knew which way prices went for any one commodity you would literally be a billionnaire....
The one aspect of the post I agree with you Monkey -- "no idea what deal they are trying to negotiate"....now that is a truth bomb!
You complain that they don't talk enough, they don't drill enough, they don't move fast enough etc etc etc....and literally every time one element is addressed all you can do is cry into the wind -- it's not a good look.