GREY:LSTMF - Post by User
Comment by
heraclituson Nov 02, 2013 5:19pm
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Post# 21871321
RE:2014 Guidance - My Recommendations
RE:2014 Guidance - My Recommendations
Solid analysis - not sure about NG and Cardium. The real issue is not mix but well economics. Even if there is a little higher gas content, if the economic work, so be it. For all, I have been revising my thinking over the last ten days. Rather than moan over my losses I am actually starting to celebrate the opportunity. So I have been nibbling away. I take a lot of comfort in a 14% ROR on top of little downside and glorious upside.