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The Napster Profile picture
The Napster
@emmpeethree
Focusing on energy investing, #FIRE, churning credit cards, frequent flyer points, overseas travel and anything food related that doesn't involve offal and eggs

Jan 12, 2023, 15 tweets

NBF - Oil, Gas & Consumable Fuels Report - Megathread
"2023 Outlook: Down, But Not Out"
Top 2023 ideas
Oil $CVE $ERF $HWX $TVE $WCP
Gas $AAV $ARX $BIR $TOU
Themes
-Capex increase Y/Y
-Cash returns to rise
-M&A for inventory
-Historically discounted multiples
1/x
 #COM #OOTT

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