what isn't being trampled? prob owned by lots of funds with clients both instit and retail via 401ks preparing for the end of the world as we know it... same with TMO and others... lots of sellers... few buyers... was tempted to get out but waited for cc thinking positives would outweigh negatives... wrong again charlie brown... still think we are takeover candidate...
once dust settles and it prob will, the moat is even better given most construction for competing projects prob got delayed is best guess and focus on US location will be a plus imo... bp needs to keep their balls moving .... if anything the gen public takes this stuff more seriously... and the fed has helicopters waiting for QE to save the day...
i live in a hurricane area... this is a big hurricane (tsunami is prob better descrip) but you hunker down, wait it out and clean it up with disinfectant vs a cat 3 wipe out with major hurricane... the aftermath could be lots of dead seniors and folks with preexisting conditions that could not handle covid .... avoidable yes but a topic for another day... sunlight is one of the best disinfectants and there will be plenty of sunshine looking back on gov initial response... all imo
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