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CPTMatt

09/08/22 5:44 PM

#17695 RE: Bobwins #17694

SQZ From what I have read it sounds like the windfall profit tax is going away with this price cap and the UK government is just going to pay the difference.

I have a hard time seeing how the price cap doesn't add incremental demand.

I am eager to hear news on the Eigg drilling that spud back in July

CPTMatt

10/01/22 6:25 PM

#17702 RE: Bobwins #17694

SQZ I have been adding here and there. Biggest downside risk is dry hole on the Eigg drilling underway but the company is cheap regardless based on FCF.

If you don't read Alexander Stahel you should
https://twitter.com/BurggrabenH?t=G9ztsoz9E0OaQy3-HMK2CA&s=09