Hi!Congratulations for your great job week after week, I discover you looking for hard asset-asset light thesis and it's been an unvaluable resource to learn about.
With PHX in particular, I am concerned about the valuation, as it seems that peers (including the ones they compare to in Q2 223 10Q) have far better multiples, although value creation is going fine with the company. Any thoughts about this issue? Many thanks!
Hi!Congratulations for your great job week after week, I discover you looking for hard asset-asset light thesis and it's been an unvaluable resource to learn about.
With PHX in particular, I am concerned about the valuation, as it seems that peers (including the ones they compare to in Q2 223 10Q) have far better multiples, although value creation is going fine with the company. Any thoughts about this issue? Many thanks!