Nickoli

Setting up profile soon. Opportunistic investor @ US hedge fund. Private Investments in small/medium cap space.

[Nickoli @Nickoli224444]

@GavMcCracken @GavMcCracken How much of their oil do they hedge? Seems they have hedges at 75-85$. When do these wear off and will management replace them. You may want to also check out Ring Energy (REI), more of a leveraged play but trading at 3x EBITDA and 6x earnings

[Nickoli @Nickoli224444]

@GavMcCracken @GavMcCracken with limited commercial inventory draws why should oil be higher? If the straight does open (i don't think it will) but if it does, the market was at a surplus before the war and if it can refill inventories without disruptions, then oil should not be $100.

[Nickoli @Nickoli224444]

@willrayvalentin @HFI_Research

[Nickoli @Nickoli224444]

@willrayvalentin if there are no draws why should WTI increase? If crude commerical inventories remain healthy above 370