IMO EOG is the best pure shale E&P and with broad asset portfolio - doesn't mean their stock is cheap though relatively speaking and I agree with the comments (one being FULL CYCLE costs which I've beat the drum on here too). Not all acres are premium and not all wells will produce to the EUR model - just have to believe they average out which is why shale is a "resource play". Fundamentals apply to all players and you also have to dig into the numbers.
GFTA
SSN Price at posting:
0.5¢ Sentiment: None Disclosure: Held
