Right so perhaps enough of patting myself on the back for the commodity run, which was going to happen even without Russia/Ukraine happening.

Now back to the fear of how compressed margins are going to be for plc’s should prices remain at these levels. Previous thesis was that plc’s were stronger than sme’s, cut costs, went nimble, massive op margins as seen over the past 2 q’s. This sudden movement changes things. No idea by how much yet…But hey investors PTTEP is now a growth stock, and the SET isn’t expensive at ~12x earnings? Wow…