Not a super major, but benefiting from Australian energy reserves. He recently read that it's starting to export nat gas to Turkiye, and this represents a good long-term opportunity. Looks interesting.
Good company, but a bit small for him, and he'd own SHEL or XOM instead. Best asset in Australia is BHP.
Large natural gas resources. He'd look for companies with more supply/demand restrictions. Bit small for him, going through an integration process. Good story, but doesn't tick boxes for him. He owns EQNR instead.
Not a super major, but benefiting from Australian energy reserves. He recently read that it's starting to export nat gas to Turkiye, and this represents a good long-term opportunity. Looks interesting.
Good company, but a bit small for him, and he'd own SHEL or XOM instead. Best asset in Australia is BHP.