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

Investing Experts

CHAPTER

The Risks of Acquiring a Permian Company

I heard that there's a Wall Street Journal story about ExxonMobil engaging in preliminary talks with Pioneer, which makes sense. I think Hess is a potential target or a big Permian company like Devin, Pioneer, some of these other companies out there. Like what all the energy majors is either you want an energy major or a company that operates primarily in America. If you're just picking one country to invest in America's the only real serious game of town.

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