THE BIG KICKER....in my mind is when Brookfield starts to monetize their large interest in the company. There is lots to like here, as with many other small service companies, as stated below. I like a few of them and depending on how you disect the DD, they can be remarkably similar. But if Brookfield can get a good price for their holdings without dumping too much in the open market, increasing liquidity, you will see very good efficient capital gains. Maybe spread the wealth with another institution.
Correct me if I'm wrong, but the dividend is being paid with what used to be 66% utilization rates. That's effective. Hopefully with rates going higher, the dividend, while quite palatable now, will become something of a wall to selling pressures of the market.
I myself have had long recurring bids running a month in advance for some time, and have had a hard time filling them due to volume. Mind you my price points are low, but when they hit, I capture a better yield when it rises. I see all this as a good omen.
With present markets being what they are, O&G booming, no idea of interest rate increases, and the need for service companies regardless of price (to a point of course) I feel this is a tuck away little gem. I'll wake up when Brookfield sells some.
GLTA