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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: elmatador who wrote (206136)11/28/2025 7:30:47 PM
From: robert b furman2 Recommendations

Recommended By
sixty2nds
toccodolce

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Hi EL,

Totally agree, and I think it may come quicker, like 2027.

That gives us an 18-month window to buy the dip and accumulate more during the so called "GLUT".

Keep in mind the E&P majors increased their dividend, during all but a complete shutdown of commerce during the pandemic.

No doubt, if the glut drops prices on crude, the CVX's and XOM's will spend FCF buying back Billions of shares and it will save them enough to bump the dividend again.

The real deals will be in smaller E&P's, who may be forced the reduce the dividend and then it will be back up the truck time.

Bob
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