New to the party but glad to be here . I just initiated a new position in BWD. Hard to catch a bottom on any stock but I think initiating my position here I am very close to it . These are Extremly attractive levels . I have been long DTX. Added to that position through the lows and its paying off now .
I feel with BWD trading below book value and Nav. Just on current land holding alone they are a screaming buy . In consideration of the recent discoveries from DTX, Murphy and Torc. This play has taken some time but it is about to get hot again . Its been tight hole so far but the cat is out of the bag . There is money to be made in the area when it was previously just a spec play .