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Re: zeroedin post# 46543

Friday, 03/22/2019 10:01:03 AM

Friday, March 22, 2019 10:01:03 AM

Post# of 57527
That’s definitely not accurate ZE. I’m my discussions with management (of which I have had many long and details discussions over the years) and a very recent discussion with the CEO, AOT’s benefit is just as good in both and up and down oil market.

When prices are up they wasn’t to bring more to market faster and with less problems: AOT does that.

When prices are down, they want cheaper transportation costs and to save money: AOT does that. And, I’ve confirmed cap-ex in not really a problem with this, meaning when cap-ex gets restricted in a down oil market, as it saves them a ton of money.

The general consensus is that oil will be going down in the out years overall. This is very good for QSEP.

But mainly remember this: each transporter and producer all have their own unique issues that AOT can solve. That’s truly where AOT has added value.

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