Totally agree Corp. DLS has a huge amount going on this year. Also agree about management. I will admit (might have said this a couple of times) it took me a while to really see Brads vision for DLS, but his persistence and clear plans has ensured that DLS is a long term hold for me.
Added to my position this week, as I simply cannot justify holding other oilers that don't have DLS defensive moat (low cost production and cash in the bank).
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Ann: Quarterly Report September 2014, page-14
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