what to do ? what to do ? what to do ?
speaking for myself, I'm a little bit tempted to pick up a few more after watching the video.
Positives (for me primarily)
1. MU has accomplished some real milestones since he's been there in Sept.
2. JJ is now in background.
3. A wealth of talent in Houston office.
4. SP is at 12 month low.
5. Three producing assets.
6. POO increasing
7. FCF increasing
8. More cash can be raised by sale of PANR shares after July 1st (six weeks away).
9. Tie in with PANR might lead to operational synergies. They have East Texas assets).
It's a different company today compared to what it was two years or even 12 months ago.
Unfortunately, the events of the last 18 months have left a sour taste in one's mouth.
In between, we had the legs kicked out from under us by Covid.
A small purchase would average my price down (yes , I know!!! Should never do it. )
Ah well, is it beer time yet ? anywhere ?
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