Gio_F
Aug 20, 9:13 PM
$REPX Sold my entire position in Riley Exploration Permian.
I bought REPX at
$26 because it looked like a great deep-value company and a useful hedge in my portfolio, especially with the Iran conflict risk building at the time.
Now, after a 35% gain, I feel there is not a lot of upside left. That said, I also do not see much downside. This is still a very stable, cash-flow-oriented company.
Over time, I believe the best investment opportunities will be in companies active in both energy efficiency and energy transition work. My favorite in that space remains Ameresco, so I sold my REPX position to buy more AMRC.
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