RE:Not just GasHave to disagree. They are about as gassy as it comes in this space at 81%. Crude/condy at 9% and lower priced NGL's at 10%.
If you think Oil is a better play , might suggest a rotation into a more oil weighted stock.
My real concern is their complete lack of risk management. Who slaps on a massive dividend (fixed for the most part) on a variable underlying natgas price? Risk management a la SVB.
Hope I am wrong for all involved, but have trouble seeing how the divy stays intact with out taking on debt. A cut would likely cause havoc in the SP.