Post by
InsideEnergy on Nov 02, 2021 5:48pm
a powerful run
not abating as natgas has good financials to it. It appears, and all but admitted to, the big producers have agreed to less responsive and show restraint. All previous nat gas cycles ended by the companies drilling themselves into bankruptcy. Today they parrot the same line, we are aiming to flat to 10% growth. no more shootin the lights out with drilling. No, they produce a flat to slightly stronger number and everone makes money. TOU for instance says they aim for flat to slightly higher and using acquisitions to supplement the growth rate. They will buy for growth and drill for maintainance, it appears. Only the small growers will grow via the bit, kel and cr, smallish but growing. NVA and AAV and ARX and BIR, PEY and all the rest will grow little, give back some cash soon. So what? so this is going to be a better cycle, longer, stable and awesome. Higher prices for winter maybe up to $8ish.. wow the cash flow here will be enormous, this is a better cycle and longer and stronger I think, hell no, why would I see a single share in spite of the fast money maker this has been... just hold it, no need to worry yet at all, we got years ahead of this run, well, way past next winter for sure.