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Will A Recession End The Commodity Bull Market? | Rick Rule
Forward Guidance
Oil and Natural Gas - What Are the Companies That Attract You Most in the Oil and Gas Space?
Xon has been, for two decades, the best capital allicator in the oil space. I'm very attractive to the long term potential of the natural gas deposits on australia's northwest shelf and their ability to serve asian markets. The emerging minni major in australia, woodside, when you merge the woodside assets with the b hp patrolem assets that were just merged into it, i think that has a lot o upside, a lot upside. And i like totel exploration track record, but i don't like totels return on capital employed, so i don't own them.
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