maybe bru is (in the interim) a victim of its own success (lots on the go) and investor KPIs at this stage need to reflect this passage of the journey which isn't too sexy. especially when your rolling out 2015 delivery projections. in fact, to this effect they are right now, a "in the top draw and forget you got em" kind of a hold.
accordingly, i guess holders could align present/future expectations to basics like "potential for share and value dilution" and "incidence of unexpected CR" when it comes to queries of BRU management's capabilities. benchmark at 274m shares. Another, "ability to successfully massage full value from Mitsu. Corp JV in due course". Or, "ability to successfully manage frac drilling PR matters" over the next 18-24 months (and ensure CSG PR debacles are not replicated).
just a thought
BRU Price at posting:
$1.77 Sentiment: LT Buy Disclosure: Held
