Make money doing the work you believe in
Ensign is up again so I did a bit more of this and sold some Borr Drilling $BORR too for the same reason.
I just reduced Ensign Energy $esi.to at what I estimate to be a 15% FCFY to add to Howard Hughes $HHH which I think could do 2-3x in 5 years and compound from there.
There’s still optionality in Ensign but the the clear value that was there in the low $2 range has gone, and it is cyclical and levered.
Meanwhile, HHH might be on the way t…
May 11
at
7:57 PM