RE:Conf Call - drilling highlights Vy cool. And thanks for conf call details, particularly first hints of another Riedel at Shawkey.
FWIW, experienced what may be a similar transition, due to KL 2016-18, then WDO from $1.98 US (both largely dumb luck on my part). The changes in portfolio balances were almost mind-altering. You have a good frame of mind, IMO, to work with the new situation though. In my case, figuring out how best to grow another manufact business in my beautiful but economically-morbid area.