Thanks for posting that
I used to subscribe to John Campbells O&GW years ago. Good to see he's still going.
I did some digging on management too.
Cressey, Titus, and Schlobohm all worked for Amour Energy (AJQ) which last traded at 10c and is now in administration.
However Cressy as CEO of AJQ left in July 2019 when the sp was $2.70, Titus left in Nov 2020, and Schlobohm as company secretary left in Jan 2022.
I've previously posted regarding what Titus is doing now, and how (imo) he voted at the last AGM.
From what I've seen so far, Cressey seems to have the most experience within team GHY, and that showed in his recent presentation, imo.
Details of Macdonalds actual oil and gas experience is vague, and he's not shy in talking up the stock on preliminary results.
My sentiment for now remains hold after derisking appropriately in the 80c-$1.00 range.
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