Why is there so little talk about HE? Not from retail investors or money managers/articles. Even after the positive news, massive spike in price and huge volume this week… radio silence, its crazy.
Disclosure, I entered a large HE position June and added again earlier this month my average is $10. I believed the fires would not be blamed fully on HE and felt the stock was priced as if that was the case. Yes I'm happy right now up 60%, no I'm not adding more as my position is already large.
However I still think its a outstanding investment even at today price mid teens prices, one of the best I see in the markets right now. I get people that were long term holders got their faces ripped off the last year, but its about what the price and value is now.
It looks like a XOM/Midstream plays fall of 2020 type opportunity, low risk for massive possible gains. The contrarian in me is once again scratching his bald head wondering why no one is talking the play.
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