RE:RE:RE:RE:RE:RE:Full Value Proposition 110,000 AcresI hope i don't hurt your feeling to much but its like this.
People invest in POU because the management has a track record of success in leadership, and a large number of major companies have assets they did the early stage work on and sold, Kakwa was part of the work, and they made out like bandits. (Jim Riddell)
TOU has POU assets and everyone elses assets they buy, likely (Mike Rose) being part the the Riddell faimly was one of his biggest assets, people invest there because of his track record for success.
Kel - David Wilson is an industry rockstar, and many of he finding have found their was into the hands of majors, he has a track record of success and your not dealing with rookie management.
ARX - Tell me the companies that the management were previous CEO's at or CFO, you can't. So i can't invest in them.
Enough said you invest with winners, you don't want to build a future with people that live in their own world and can't be measure across the broader industry. You cant afford rookie mistakes.
IMHO