RE:Simple Question.... Buy More at these levels??The capital program (ex-M&A) is heavily weighted towards the end of the year, I think something like $80M/$100M will be spent in the second half. With the addition of those 4 new Montney wells plus some full quarters of the legacy Inception / Cequence production the netbacks should be healthy in the coming quarters, especially at these prices.
I think what's missing from SDE is a track record and that's being established now. There's not much volume and they're on the TSXV, so I think it'll take patience yet.
Still holding onto my shares: can't think of another E&P with cash on the balance sheet, generating FCF this year, 100% AECO and significant growth from current acreage.