You're as demanding as my boss! OGZPF here is $75 or so (1:10) while I think Gazprom there is like 185 RUB. I'll take that spread gladly.
But you're probably right (I'm certain you're talking short- medium-term). They've been bid up hugely this year and I read that it's trading at more than 9x cash flow. But if NG costs hold...
Good evening, all.
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