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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (78250)	10/13/2025 10:17:43 AM
From: robert b furman	of 78457

Hi E_K_S, This s a new one for me. Huge buyback in 2024 @ $36 and change. Also a half billion acquisition in UIMTA shale and 40 million acquisition in Texas. I expect Capex to tail back. They are awaiting higher hurdle rates and have refinanced some hhigh cost debt at lower prices - expect more of that with rates dropping. One bright spot is the higher price in Appalachian gas. Q3 to be announced after hours on Novemeber 6th and webcasr on the 7th. OPEC+ is increasing production and says emerging markets are taking all supply while EAI and IEA say a glut is in the making. Energy agencies are so Green biased and have a horrible track record of constantly unerestimating emerging market demand. Chronically oof on that aspect, Too political IMO. Bob

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