Several people on HC were comparing beaten down o&g assets earlier on HC (when DLS ~ 78c). Consensus was that DLS was best as I recall at the time and it turns out this is the way it has panned out so far - chalk one up for HC and the guys thinking DLS. I went with BPT and didn't get any joy from the report. Maybe SVW will do something that boosts both.
BPT Quarterly, page-2
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