What a great analysis of a great corporation with great potential . You got a sub. Some of the finance deep dive is over my head by I can still appreciate how incisive and professional it is. I agree commodity cycles can be brutal, but the growth in demand and the over rotation to green energy will mean demand keeps revenue very high. You deserve more subs .
What a great analysis of a great corporation with great potential . You got a sub.
Some of the finance deep dive is over my head by I can still appreciate how incisive and professional it is.
I agree commodity cycles can be brutal, but the growth in demand and the over rotation to green energy will mean demand keeps revenue very high.
You deserve more subs .
Thanks for that Mick! I'm trying to make it clearer and easier to understand too.
Great analysis. Would be interested to see an update after the invasion of Ukraine.
thanks for the nice presentation. I believe recent turn of events make this company more attractive now.
Very true. The energy crisis in Europe won’t go away fast.