Patiencel, are you implying one of AOK or RFE is better value...

Patiencel, are you implying one of AOK or RFE is better value than the other? I hold both, and think both are good value and good investments. I dont advocate only holding one because that introduces portfolio risk, and would rather spread the risk/investment.

Individual well economics are better for AOK's wells but RFE has not only a larger acreage and number of net development well locations in the ML, but also in the WS. It will also come down to operational execution (for which both are demonstrating a good track record so far imo) and then funding.

Cheers, Sharks.