@markgoldbridge You’re totally off - they’re not “working to a low budget” they’re being strategic and pragmatic - overpaying and short-termism were why our transfers were so poor in the past
@Brian_Stoffel_@ariaradnia i think you're focusing too much on minutia here - there've been other quarters in the past couple of years where they've guide 18% cRPO and beat
@mikeyma55258448@compound248@TheBloggins That is true, but not why he outperformed - rather he got those opportunities later because of his impeccable track record (both returns & integrity)
@MarcNixon24 So reactionary
1. they still have to overthrow the regime
2. will the rest of Maduro’s circle lay down so easily?
3. it will take years to rebuild infrastructure and supply
4. instability will still deter investment
5. who will want to invest with WTI at $57
@brianlilley So doom and gloom about CAD
1. they still have to overthrow the regime
2. will the rest of Maduro’s circle lay down so easily?
3. it will take years to rebuild infrastructure and supply
4. instability will still deter investment
5. who will want to invest with WTI at $57