Agreed Garp.......I'd add.....3. failure to progress the monitizing of the Montney asset within the time frame indicated (and since). Glenn's indicated they'd prefer to make returns to investors their focus over empire building which I'm all for but the return metrics they can generate on drilling & production expansion at the moment cyclically happens infrequently. A barbell approach where they buy back cheap equity (which is an incredibly cheap/high reward target for capital) as in now & reinvestment into the business seems reasonable. If a few things go right this could be very rewarding.
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Agreed Garp.......I'd add.....3. failure to progress the...
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