@madcap_cap@mlc78663630 My whole thesis relies on the green transition angle on this. Of course the current O&G business would need to be the one to provide the FCF to invest to the next growth leg. The views from @mlc78663630 are for sure negative ones against that - do you have a position on this?
@mlc78663630 The M&A lead leaving and being replaced by another is a bit tricky to analyze from the outside. Agree on the competive side - I think the ShaleSim is targeting to restore the competive dynamics against the ResFrac. For international cases, might be non-technical advantages.
A snapshot of the Russian economy: an investment expert goes live on air and says his current career trajectory is to work as "Santa Claus" and then drinks to the death of the stock market. With subtitles.