David Lin 发布 2026-09-23
《Global Gas Shortage: This Is When Oil Price Doubles | Josef Schachter》
$TOU看涨
Tourmaline 因估值偏低（6.1 倍）而相对其较长的储量寿命（11.8 年）成为最具吸引力的低价标的。
你们9月11日的首选名单现在列出的是一家能源服务公司，我记得你在你的笔记里指出，目前没有价格有吸引力的标的。请谈谈你目前的看法。
Your September 11th top picks now list uh Tormaline um no energy services company and I think you've noted in your uh in your in your note here, there are no ideas at an attractive price currently. Tell us about your current allegations.
所以，我们现在寻找的是便宜货。而Termolene就是其中之一，它是一只便宜货。所以Termine的已探明储量可开采11.8年，而市盈率只有6.1。
So, what we're looking for is the bargains today. And Termolene is one of the ones that that's a bargain. So they u termine has a a proven reserves of 11.8 years and the multiple only is 6.1.