Called 26 April 2017 · Confirmed 14 September 2019
Called more than two years ahead
The call, as published
"When Looking at Aramco Valuation when it becomes public, analysts should account very much the risk of terrorism [against] its facilities"
What happened
On 14 September 2019 Iranian-backed drones and missiles hit Aramco's Abqaiq and Khurais plants, taking about 5% of the world's oil supply offline in a single day.
What it meant for a business
Anyone pricing Aramco ahead of its listing, or relying on Saudi crude, had more than two years' notice that the facilities themselves were a target.
Olivier Guitta also lists this call on his personal site, olivierguitta.com ↗
Track Record
