These have been some very busy weeks at work, and I still have to decide which direction this Substack will take, but since they’re going to take my Kosmos shares away tomorrow because of the short calls, let’s introduce another interesting oil producer: Afentra PLC.
Very interesting
I enjoyed the article! Thanks for sharing
Thanks!
Great article. I like the more open articles like these in between the more specific topics.
Thanks!
Thanks!
Nice format, you don’t need 10 pages to express the gist of the thesis
Also love the market vibes updates, helps to frame what is happening
Thanks a lot!