RE:RE:RE:The big pictureThe big picture - you answered the question with those three words. Kelt is growing!! Kelt will have tapped more wells, ramped up new production, explored more of its holding, maybe bought some assets, and share price will be further ahead than any other stock that holds similar 'relatively low' risk, with high exposure to growth in an industry that is about to start its next BOOM cycle. It's truely one of a kind, and that's what is confusing everyone, you can't use generic analysis on a company that is 'about' to grow, has the huge financial advantage to 'grow', and management that is addicted to growth. Those who hold on to this stock will be rewarded handsomely through company, speculation, and most importantly share price growth.
We live in the instant coffee world with helicopter parents that worry if their kids fart smells off - it's these personalities that have wrongfully given O&G a terminal diagnosis. When all the 'instant coffee minds' see the big picture, everyone will come rushing back to an industry anchored in unmatched need and demand across the globe. Look around, oil is a part on almost every aspect of life.
I will not be selling any shares, as Kelt has news on the horizon, global stimulus is on the horizon, more winter is on the horizon, target adjustments are on the horizon (current targets significantly out of date - based on much lower energy prices), more wells on the horizon, more production on the horizon, more cash flow on the horizon - what is not to like??
THINK BIG TO WIN BIG, think small to win small