Yangarra.....I am not in YGR or OBE right now but considering price points to take intial positions in each.
I don't know yet on OBE....other then I feel I should wait some more yet before buying.
If market get;s nuts and YGR drops to 2.30 I am f*ckin ready too pull out the hammmer....
YGR is going to get out of debt problems well before OBE will. That's reality..is what it is. OBE just going to need a quarter to clean up the working capital defficiency....while YGR left Q1 in excellent shape...YGR actually has a postive working cap position.
YGR free cashflow is going to go to bank debt in Q2 instead of supplier catchup like other companies.
YGR has a sexy balancesheet...very simple.
If OBe drops low enough it does become tempting as well.