lessthaniv
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Early note redemption announced yesterday for ~ $350m C$ https://www.globenewswire.com/news-release/2024/02/14/2829510/0/en/Fairfax-Announces-Early-Redemption-Of-Senior-Notes-Due-March-3-2025.html
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Hedge by liquidating to cash based on a weakly supported argument ahead of what will likely be an exceptional looking annual report in 7 days? No thx. The last thing I want to do is lower my exposure here.
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Not sure I'm understanding the math on your comment? Can you elaborate on your calculation? The following is from the Aug 2nd, 2023 newswire but the 5yr hasn't moved materially. https://www.prnewswire.com/news-releases/enbridge-provides-notice-of-series-h-preferred-shares-conversion-right-and-announces-reset-dividend-rates-301892118.html
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Article on the airport expansion and coming renovations https://www.moneycontrol.com/news/business/announcements/fairfax-fully-committed-to-bengaluru-airport-investment-says-bial-ceo-hari-marar-10770571.html
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I like Jeff Currie. Opinions always seem well researched. This might be of interest to you. https://www.goldmansachs.com/insights/pages/gs-research/2023-commodity-outlook-an-underinvested-supercycle/report.pdf Thanks for the podcast link.
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A good read. https://arjunmurti.substack.com/p/where-are-we-in-the-energy-cycle
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we’re neighbors!
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https://www.telegraph.co.uk/business/2022/12/01/total-pulls-investment-north-sea-response-sunaks-windfall-tax/ Total joins Shell in cutting North Sea investments due to Windfall tax ..
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Me too
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All of the above! Tomahawks or thick cut Rib eyes if I have to pick!
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Steaks and beers. It’s Saturday.
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https://boereport.com/2022/08/16/column-appalling-new-historical-precedent-surplus-cash-flow-cannot-solve-worlds-energy-problems-by-design/
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Thx for sharing that. Interesting.
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https://www.insurancejournal.com/news/east/2022/08/11/679611.htm
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Also bought in on July 6th, 2022, Sanjeev. You weren't alone.
