RE:Nuttall EffectBennys65 wrote: Just listend to Eric in may making hwx a top pick.His thoughts at the time was for a 50% increase in the div this fall as hwx rolled out its program.We all know Erics view on return of capital so when hwx announced their new ventures program I believe he reduced his position as a message to all his top holdings .Stick with return of capital or I will move along.This is pure spec on my part but fits his play book.Going forward the new program gives hwx optionality and I believe enhanced shreholder returns and does not mean that we wont get more increases.Clearwater throws off so much fcf that we can do both.Hwx just licensed wells at seal which will make for interesting results for us this fall.Seal is big for hwx and tve.
Also, Benny, really enjoy reading your posts.
You're a smart guy.
Thanks for sharing.
When fellow shareholders are more informed, makes for stronger shareholder base.
Good stuff.