They are one of the names suffering the long-term structural issue. It is hard to have capital tied in Canada.

Would you buy the stock? They are the gas producers that announced that they want to mine bitcoin. He applauds the CEO for his innovation but don’t see capital going there.

Effectively a liquid producer in drag. It is a name with a management team well regarded. It doesn’t have the beta that he wants. Very good well productivity. Very good quality in their acreage. Probably not one bad thing you can say about the company.

You are going to make money buying any energy stock. A question of which one you buy. Historical issues with the Management Team. Trading at half its multiple a few months ago, so from a valuation point is good. Too much baggage in the name compared to others.

A Management team that he roots for. They are a condensate producer. Given the valuation is very difficult not like this stock at current levels. Forward thinkers in terms of diversifying. He would like to see some concrete evidence of execution before buying the name.

A US pumper. Well regarded Management team. Good assets. Pure play on Permian. He sold at 17 and bought it cheaper. Strong balance sheet.

Their debt to cash flow it is well above anything he would consider reasonable. Balance sheet is number one. 75% gas.