RE:RE:RE:Management Credibility Problem Most of this info is public. Only the wells that are kept confidential are not public for 12 months. if you have access to some of the subscription services you can work out the rest though. Kavern posts some of the info occasionally and investment houses will list top wells each month too. YGR is getting back on those top well lists again.
this is a typical shale play with a high gas cut - they have to drill consistently or oil production falls off pretty fast. Both cash flow and production are grinding higher now and debt is coming down.
For the record, I wasn't disappointed by Q1. Q2 was also coming along nicely and then boom Q3 shat the bed.
I think all of this is and more is reflected in the share price because this company screens as one of the cheapest in Canada. If we get confirmation that drilling is back to type curve this should be an easy double.