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littlejohn

07/25/22 12:04 PM

#457 RE: spec machine #455

Well you posted the speculation that some

others may be thinking...

EGY will likely sell the Egypt portion
and shift resources to better fit
today's world dynamics
(increase investment in Canada and EG)


TGA as a stand alone would drop

a lot of revenue with that type

asset sale but after a merger would

have new area to focus cash flow on...

Strike or sell when the iron is hot

type of thinking...

And the sale lane could gather more

steam this fall when Brandon has

depleted U.S. SPR dramatically...


So we watch...LJ