RE:Top PickI gave it a listen. VERY positive review in that he wasn't mincing his words.
For balance, I sort of expected him to comment on the geopolitical risks, but overall I agreed with his assessment—in particular, just how undervalued PIF is relative to peers, and it was nice to hear him complement management following that large shareholder publicly questioning management's approach to value creation.
I appreciate managment's careful, gradual approach while maintaining a strong balance sheet, rather than the extreme leverage typical of other players.
To top off the interview, he was predicting 21-22 dollars.
The only thing we need now are some project announcements as promised in the last quarterly update.