RE:ClearwaterI own BTE as well. They are my largest holding. BTE is a long game. They started with suffocating debt and were very close to a chapter 7. The emphasis has been to pay down the debt. This q1 they increased their capex by 80 million and a lot of "instant gratification" bailed. Today we are back close to the 52 week high of $7.14. BTE will pay out in spades and will outperform most O&G companies in 2-3 quarters by a mile. Patience is key with it. It's almost a simialr situation to OBE which is my second largest holding.