Charles Taylor Group Plc V.MQL

RE: RE: Comparing DTX and MQL - analysis II

[nlr2]

Ya I gotta say this conspiracy theory stuff is a waste of time. Teague insiders aren't dummies and if they want to sell some and cash out I don't blame them. This is there liquidity event and their chance to salt some away for all there work in the private sphere. One of them even stayed on to run our heavy oil division. Not the sign of a full out panic. The nature of Marquee's birth was somewhat akward for everyone and its going to take a few quarters of operational excellence before we get out of the dog house. That is for anyone who heard of or was involved with SKW. Mind you I believe in Richard Thompson and his team and the land package they have assembled. If it takes a few quarters before we gain traction im fine with that. Gives us more time to load up.

 

Also the comparison of DTX and MQL is flawed because DTX has allot more high impact wells being drilled. IF there Brazeau river play keeps hitting 600 BOE/d or they have any luck in the Alberta Bakken then they will move up rapidly. MQL has set its path with lots of little cheap wells. Both strategies are good just DTX's lends itself to a bit higher valuation.