Meeting with Ecopetrol Tomorrow
I have a meeting scheduled tomorrow with Ecopetrol. If you'd like to get your questions in, please add them in this thread as a comment.
So tomorrow I will be meeting with a number of people who work at Ecopetrol to discuss several items:
- FEPC balance, payoff trajectory
- Future of fuel pricing
- Company's own analysis projections from here on ROIC/ROCE for ISA investments
- Trajectory and economics of hydrogen business
- View on ideal long term debt levels
- Affirmation of current dividend policy for foreseeable future (60% of earnings)
Other topics Marhelm subscribers have brought up is gauging their level of interest/progress in bringing in institutional investors, and how much weight there were to the CFO comments at the shareholder meeting of possible buybacks.
If there’s a topic you’d like discussed, please feel free to leave a comment and I’ll make sure to bring it up.
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