interesting report, page-2

Thanks, Voltaren. That was a good read. Most of it is what posters on here have been saying for a while but its nice to see a fund manager saying the same.

There are a few things he said which indicate a familiarity with the company. Likely he has either had some long chats and / or visited the farm. Good to see he remains confident!

To expand on one thing he said re: getting good prices. The WTI oil price has lagged the Brent Crude price for some time. This is set to close due to the Seaway Pipeline reversal. Oil prices will now be unlikely to suffer the glut faced by gas companies. The WTI price is likely to go up and margins will increase.

In effect it both reduces risk AND increases return.