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This is NOT 2008 | Harris Kupperman
Forward Guidance
Hedge Hedges on Oil and Gas?
When power prices spiked in Alberta, they said, well, we have all this net gas. And you know, it's going to end up being a business that has a lot of cash flow from the power gen assets. So I think those assets will be quite valuable over time as they continue to basically buy up equipment and produce electricity. In terms of hedges, look, if you're going to run a very levered book financially, you have to hedge. If you have low net debt, you don't need to hedge.
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