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Gold/Mining/Energy : Chevron -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (111)	6/4/2025 11:42:30 AM
From: robert b furman	Read Replies (2) \| Respond to of 119

Hi carranza2, I have a larger position in XOM. Since XOM wrote the agreement, I lean to their interpretation of the JV to win. If they win, XOM and CNNOC could extract a bump in a side settling and gain a solid partner (more solid than Hess). For a well capitalized E&P to take on another well capitalized partner would not be out of the ordinary. Taking on CVX would parhaps allow a faster build out of a long life reserve - not a bad idea. If either loses, I'll be ready to sell some puts, with the hope of getting them assigned. CVX pays a higher dividend, I would like to add to there stock (via selling a put not far out in time). Just thoughts on the decision perhaps giving some short term discount on a great stock to buiy and hold for the dividend. Thanks for your thoughts, it will be interesting. Bob