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Gold/Mining/Energy : NGL to da moon (well, maybe to $10?)!!
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From: Elroy3/1/2024 4:49:10 PM
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Some comments from Aris call

Strategically, we have remained disciplined in our approach to capital allocation, growing organically under long-term contractual agreements, while selectively evaluating and closing new agreements in an improving pricing environment. There is greater demand for water infrastructure in the Northern Delaware Basin than there are existing assets, and we have the opportunity to participate in further growth at attractive rates of return.
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