what i fear

compare Rocs quarterly and HZNs in relation to Beibu.

HZN mention production, nothing about decline rate from last quarter, these are the guys who were saying in every presentation until recently that Beibu would peak at 18000 bold

what i liked about Roc is there ability to report things honestly and conservatively, i think HZN has an entirely different style which i find troubling

i am begging for a TO of ROC by someone else but i doubt it will happen . i can't see myself holding merge co, or at least not at the same position size