Q: Significant loss this year : what would be an entry price ,or would a sell be an option if long term value is a priority ?
5i Research Answer:
We would be fine with a tax loss/re-buy on ARX, with a re-entry at $24.
EXE we think is fine overall but we would also see a tax-loss/re-buy as worthwhile, with re-entry at $105.
Both of course will be tied to commodity prices, but both do have long term potential.