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Non-Tech : The Conflicted Thread
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From: ItsAllCyclical2/16/2022 9:59:06 AM
of 841
 
Breakout in OIH, let's see if it holds. 250 now, first target is 275. Doesn't sound like much but for some small/mid caps that'll do nicely. XOP still coiling. OPEC not even keeping up w/400K barrel output increase. Surprised how many have either left the train or never got on the train. Own a oil service play w/no debt, cash on hand, buying up it's own stock trading at 2x EBITDA. Just one example.

Have 2 small cap E&Ps about to gain 50%+ in short order trading at 2-3x cash flows and that's at $75-80 oil let alone higher prices.

This is not about Ukraine this is about the first time in a very, very long time that OPEC might have a hard time adding extra capacity at a time when growth is still set to expand (reopen, international flights).

If he really looked at any charts and did any DD he wouldn't have sold out.

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