Subject: Oxy
Just playing around with numbers atm as it's been a dog so far. Entered on the basis of projected cashflows and "superinvestor" activity.

I think when I purchased it I was looking at steady rate cashflows pushing upto 7-8bn in 2027 - 28, and at the time it seemed good value based on this. However, analyst estimates seem to be more in the 4-5bn range. Therefore we could be looking at trading sideways for 3 years which is not good and would probably be worth exiting at an attractive point IMO to reinvest elsewhere.

Thoughts?