
Exxon Mobil - is good news priced in? Bull/bear thesis with David Alton Clark and Callum Turcan
Investing Experts
00:00
ExxonMobil's Commitment to Net Zero
The way I'd factor in like climate change to an, an, an fossil fuel producer is that if we, if you do like, like what I was working at value went to some securities. And you could get like a fair value estimate of anywhere from like $150 to $200 per share of Exxon. However, the reason why it's trading a lot below that is because the perpetuity side of that equation, you need to truncate it. Because eventually ExxonMobil's assets will be like regulated and taxed out of existence.
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