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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (201970)6/30/2021 6:04:17 PM
From: Jacob Snyder3 Recommendations

Recommended By
E_K_S
johnlw
Salt'n'Peppa

  Respond to of 206085
 
SU: add up the dividend, stock buybacks, and debt reduction, it is 5% of the market cap. Being vertically integrated, the lack of pipelines hurts them less than other oil sands producers.

They are already a major hydrogen producer, and are building to increase capacity. Today, the hydrogen comes from Natgas, but a lot of research money is being thrown at “green” hydrogen.

The pandemic was a gut-check for the advocates of just-in-time globalization. Suddenly, everyone wants a domestic secure supply of life’s necessities. Which includes energy.