Birchcliff Energy Ltd T.BIR

RE:RE:Money Loosing Quarter

[ferret_ca]

I'm definitely not missing the big picture, I'm very long nat gas stocks, I just think there's better lower cost stocks with better mgmt teams out there, I'm long tpz,tou,arx, kel, recently sold nva after takeout offer, a couple of US nat producers, and ala, key, and enb. not so keen on oil, 1  position in cnq (about a 1/2 position currently)

I think bir will be fine too, just more risky imho being higher cost producer and iffy mgmt, they have some exposure to aeco, prices have been brutal and will show up on the next q report.

cheers and gl ferret