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DewDiligence

12/04/20 11:31 AM

#23154 RE: DewDiligence #23152

Addendum—I still think CVX is being foolhardy by not paring the dividend.
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semi_infinite

12/04/20 1:00 PM

#23155 RE: DewDiligence #23152

CVX - sigh, $300 million budgeted capex for 2021 on energy transition. Wirth's capital discipline is good to a point, to the extent that the company is willing to liquidate itself ASAP. Orsted's founding CEO is waiting in the wings for a call BTW if any of the majors want to be part of the future.