RE: compared with TLW and HBR, is there any factor I did not consider ?11 May 2021 21:39
I0101270
If anything Hedging is in favour of Enq, as has less than 1/3rd hedged, so benefits immediately from increase in oil price. Hbr and Tlw have much higher levels of hedging So you are right, seriously undervalued compared to Tlw and Hbr. Just need to get refinacing done for a major rerate.