RE:RE:Interesting Nuttal interview.ztransforms173 wrote: - NinePoint Energy Fund is SITTING ON $ 600+ million IN CASH {~ 30% of AUM}
* this MEANS that he SOLD SOMETHING ELSE besides Athabasca Oil and MEG Energy
- I would HAZARD a 'GUESS' as WCP first (?) and POSSIBLY CVE second {NOT that it is a BAD INVESTMENT but it gained 45% in the last 3 months and he is scared that PSX REPORTED POOR REFINERY EARNINGS in Q1/2024} (?)
- MY INTUITION is tha he is LAYING the FOUNDATION to BUY into NG companies in the LATE SUMMER/EARLY FALL
- PURE SPECULATION on my part
z173
Any ideas for NG Companies