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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (78304)10/23/2025 6:42:25 AM
From: robert b furman1 Recommendation

Recommended By
toccodolce

  Read Replies (1) of 78426
 
Hi EKS,

That's a good average!

I sold half of my position as I got in too soon.

Now have 1/16/2026, 20 and 22 puts.

If assigned ,I'll get the average to where you are now. Nice trading.

Both VTS and NOG have strong hedged positions. it's their business model for protection of the price of crude - I think it is very smart.
They get to hedging on geopolitical moves which seem to pop up quarterly or so i.e. Russia's
war, or Israel/Hamas war. Good for sales averaging $67 to $71 per Barrel.

Their webcasts are coming up; NOG's earnings on the 6th and webcast on the morning of the 7th and VTS's earnings on the 3rd with webcast on the 4th.

I've been nervous a bit on these as their payout of cash flow is very high.

If they show consistency, I be a buyer of more.

One longer term truth I have faith in is that underinvestment has been ongoing for quite some time. Emerging market's demand for fossil fuels have chronically been underestimated.

As the Green new scam gets better understood, EV's will be relegated to an urban niche product and the over hyped reduction from EV's making the ICE obsolete is myth.

Even Europe will ditch the failed scam - they are now.

Trump will make energy less expensive than renewables (not cheap but less expensive than the scammed renewables).

As everyone comes to embrace the fossil fuels, there will be a price spike in crude and gas.

Fossil fuel E&P's will once again reclaim a much higher percent of the S&P earnings againas well as a much higher equity price.

By then we will be complaining that we didn't bet the farm. <smile>

It good to see you on another stock I follow.

Always value your views!

Garden was torn out last night - had a frost warning for today.

Now to can them all away for the looming winter.

Bob
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