RE:Tudor pick for natural gas rise - mentioned in Barron'sInteresting mix of companies selected by Mr. Tudor. Interesting for the reason below!
1) Range Resources MC - $5.5B US with debt, production at ~1.7Bcf/d
2) Southwestern Energy MC - $5B US with debt, production at ~1.6Bcf/d
3) Anterro Reources MC - $8B US with debt, production at ~2.2Bcf/d
4) Birchcliff Energy MC - $1.1B US with debt, production at 350mcf/day or ~500mcfe/d
5) Advantage O&G MC - $600M US with debt. production at 250mcf/day or ~300mcfe/d
So ALL the American ep's listed above & picked by Mr. Tudor are at at least ~10X the Mcap of Advantage with ONLY about 6X the Ng production? Seems clear to me where the value lies. Even from just a risk/reward perspective on the blance sheet aspect this is a no brainer.
Good luck & God speed