Spinefx..
Sorry for my longwinded posts..
In short..
I didnt change my thoughts simply due to low current sp level.. as that may even continue to drift.. although i do expect material upside soon
But more so.. due to DW responses to issues brought up..
The change in the performance scheme..
The comments on net cash he will have in the company etcetc..
And also the ongoing rhetoric in regards hrz horizontal potential, and conventional farmout expectations..
There is still a very big potential that longtermers get stiffed in the end.. but thatd depend on the quality of the underlying assets.. ie; if the projects fail one after the other.. so for now.. gotta layoff the management and allow them to bring it home
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Spinefx.. Sorry for my longwinded posts.. In short.. I didnt...
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