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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: Gib Bogle who wrote (312974)	12/13/2025 6:38:00 PM
From: 31Floors	Respond to of 313013

You’re right, and we’re a H of a lot closer to a break out on oil than $50! I got carried away trying to make a point that in the worst case and oil bombs VLE is going to do relatively less bad than anything else out there. It’s so covered off with cash, no debt and a FCF B/E That I call Brent and that mgt calls Brent. But it’s actually Dubai oil which has traded at about a U.S. $1.30 premium to Brent. It can easily withstand sustained weakness - in the worst case - and it’d have the cash to do an acquisition to boot.