Q: hi folks:
what do you think is the sensitivity of oil/gas stock prices are to the actual price of oil/gas?
one side believes high prices (of stks and the commodity) are due mostly to supply shortages and the ukraine war
the other side believes that these 'issues' are secondary to the FCF generated by these companies - and all will be debt free and paying out large divvies even at the $70 oil level - and this makes it completely different than any other time in history
i am curious to hear your 'side'
thanks
what do you think is the sensitivity of oil/gas stock prices are to the actual price of oil/gas?
one side believes high prices (of stks and the commodity) are due mostly to supply shortages and the ukraine war
the other side believes that these 'issues' are secondary to the FCF generated by these companies - and all will be debt free and paying out large divvies even at the $70 oil level - and this makes it completely different than any other time in history
i am curious to hear your 'side'
thanks