Hi Benjamin, did you look into the Canadian natural gas thesis? The divergence is also substantial (even bigger it seems) and they are nearing completion of LNG Canada project and Coastal GasLink pipeline. And maybe playing it through Topaz Energy royalty company (TPZ.TO).
Hi Benjamin, did you look into the Canadian natural gas thesis? The divergence is also substantial (even bigger it seems) and they are nearing completion of LNG Canada project and Coastal GasLink pipeline. And maybe playing it through Topaz Energy royalty company (TPZ.TO).
Hi Maksim.
Yes I looked at that before I even looked at offshore actually. Main exposure in Canada by far is PSK then topaz to a much smaller extent.
Cheers
Great macro themes. If we are wrong, at least we'll be wrong together.
Such contrarians haha