Ann: Senex completes asset portfolio review, page-44

@tui,

That's exactly the reason I selected SXY over a year ago.

Energy sector was beaten down (then), and SXY was the best looking house in that block (although I also bought BPT).

Now oil has recovered, so fundamentals are strong but compound this with the gas shortage over in the East coast and this really was a no-brainer.

As if that wasn't reason, then we got handed Project Atlas.

So long as these gas rates are good (which I'm expecting them to be), this year is going to be huge with the next phase of drilling in Atlas and WSGP. Then it becomes a self funding cash cow, and that's when the real fun begins.

I do also feel like this has all the makings of a 10 bagger, it's already just about doubled from where it was a year and a bit ago.

This one is for the bottom drawer. I treat it as a 3-year fixed term investment.