SEA sundance energy australia limited

the sea story that i love

  1. 142 Posts.
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    I was a little late listening to the conference call and presentation. I continue to be a
    strong supporter of this management team and growth prospects regardless of the current
    oil and gas environment . Eric and his team continue to deliver. This company would be
    a great study by ( Harvard Business) - They form , grow, acquire, prosper, fortify areas of interest and rid themselves of acreage that does not fit. They steal troubled assets and continue to grow production regardless of depressed pricing. One day the spike on the downside that we have all felt will swing back the other way in a tornado like move that the herd will be left at the gate. World-wide capex has been destroyed and oil fields will deplete and usage will increase and then BANG! Oil rockets!! We of course could have a major event at any moment in time
    that cause disruption.
    Bottom line This junior oil has been and remains our top holdings and will continue to buy!
    Now we have tax selling season and I am sure that sea.ax or sdcjf is a candidate.
    My other 2 likes mei.v and mql.v both quality and super depressed like sea.
    Again, very impressive presentation and conference call.
 
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