RE:RE:RE:RE:RE:RE:Starting to like Kelt more now..Stock price is very important, but let me explain a bit further on what I look for.
-Enthusiasm. A confident and enthusiastic Mgmt. Team.
Dale (and John) brutally unenthusiastic in their last presentation.
-Devil in the details.
Dale now twice has spoken to 'other properties not on the map' that they would consider divesting. Can they not take 20 minutes and update the darn map, put some detail on it "CORE", "NON CORE" and circle which is which.. speaking to assets not on the slide, because the slide is about 5 years old.. is just.. frankly, "lazy".
-Insider Selling.
Always insiders selling at Crew when it gets near $1.20. This was the group that stopped the rally last time, they all dumped.
-Kelt have much more divestible assets.
They have producing assets they can sell and proven out assets that are turnkey.. Crew has bare lands that they need to sell and hence, several years without a material asset sale.
-Dale needs to make "at the top" changes.
Leadership isn't easy, but you need to make changes when your team isn't performing (and dumping their shares).
BeatTheOddsSqua wrote: Congrats Cheadle - KEL up 3.26% You are crushing it!