What a dull boring summer I was wrong by about two months and counting on natty prices seeing the low in the spring shoulder season. Maybe correct for the U.S. but not AECO.
I see CJ is back over 10.5% for a yield. Probably a fantastic buy. Like the modular approach to building out 6000 barrel sagd facilities. Templates are good.
Baytex finally restarted the buybacks. 6 million shares bought back in June - stock hasn't reacted much yet
BNE is drilling their Charlie lake wells 2-3 days faster than forecast - not sure when completions are scheduled.
LCX holding. Would have expected a bit more movement and more news.
cheap gas really wrecks the momentum.