RE:RE:RE:Took an initial position today..... If the only wart is that they have a partner that is a bit cash constrained, that's not bad especially when they have numerous100% locations in the short term.
in a world of higher oil prices, cash becomes less of a problem even if they only drill using operational cash.
Thanks for both of your posts. They have made me even more excited about this investment which I believe may have 500% upside in the next 18 months.