Thanks Puddy, have the respect for Danpech's posts (he contributes to a thread of another stock I own). Would just like to see BRK's own figures.
Having done a brief scan, I find BRK quite opaque in terms of its production costs. Also, I don't like how when they raise capital, the details are hidden away (i.e prices of the shares and options issued) on pg.3 or 4.
Other companies issue tables of break-evens and pay-back rates under various assumptions. Given these are high-cost wells for a small company, transparency is critical for me.
Don't mean to down ramp, just kicking the tires of a potential new investment.
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