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Logistic bottlenecks and shortages due to hot goods demand means that we are getting inflation, that the Fed plans to attack with rate hikes. They know very well that we are facing a potentially decimating stagflationary environment if rate hikes aren't handled with care. We expec...
This E&P, infrastructure, and utility company trades at almost a negative enterprise value, with its net cash position and stocks in Inpex worth more than the market cap. The business is positively exposed to gas but mainly to oil prices, and has an emerging CCS business as well t...