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Gold/Mining/Energy : NGL to da moon (well, maybe to $10?)!! -- Ignore unavailable to you. Want to Upgrade?


To: Elroy who wrote (77)4/19/2024 10:47:04 AM
From: FIFO_kid2  Read Replies (1) | Respond to of 103
 
I am sorry I didn't read your second comment. Personally I think Murray Stahl is an interesting person to follow especially for those invested in commodities/bitcoin.

If that is the case with regard to margins then their water operations is likely related to processing and not storage. According to that post it seems the storage end currently seems to be the very high ROIC endeavor though. Irregardless the high inflation in that niche of oil production appears to have greatly benefited the company seeing the speed of their balance sheet improvements.