RE:Seekingalpha: SAND is too cheapI usually skip these SA articles but this one is actually quite informative, particularly the comments at the end by Wall Street for Main Streets' Jason Burack. It's a good review of the overall state of the company going forward for the next few years.
I'm still not thrilled with the Argentina deal, but I'm beginning to understand the rationale. I just wish they could have found something in a safer jurisdiction, even if that required less agreeable terms.