The FJ Research Investment Philosophy
Really sharp write-up. Love the focus on simplicity, alignment, and real asset quality. PR looks like a rare combo of low-cost ops and long-term leadership.
Thanks, Alexander! Really appreciate your feedback. I’ve turned over many stones in the sector, and PR turned out to be my favorite.
Great to see the breakeven cost being low at $40
Yes, it’s all about low cost production!
Great line: When No One Looks at Oil, I Look at Oil
Thanks, Joel :)
just buy Petrotal and let it ride
Really sharp write-up. Love the focus on simplicity, alignment, and real asset quality. PR looks like a rare combo of low-cost ops and long-term leadership.
Thanks, Alexander! Really appreciate your feedback. I’ve turned over many stones in the sector, and PR turned out to be my favorite.
Great to see the breakeven cost being low at $40
Yes, it’s all about low cost production!
Great line: When No One Looks at Oil, I Look at Oil
Thanks, Joel :)
just buy Petrotal and let it ride