3min chapter

Investing Experts cover image

Exxon Mobil - is good news priced in? Bull/bear thesis with David Alton Clark and Callum Turcan

Investing Experts

CHAPTER

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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