Thanks for a little 'support'. FWIW, I'm still only short KWK...and long select oil/service positions. I'll try and remember to post when I short RRC and a few other NG plays...
I don't quite think it's time. If I was invested in any explorer with 90% plus rev from NG going forward I would take today's valuations as a gift to get out and move my capital to other equities with better long-term prospects.
FWIW, I've never gone after individuals and I've posted reasons/data for my long-term bearishness on NG.
I am just starting to explore this sector. I have to say that I found velocity's argument well thought out and convincing. (not that I'm going to short but may not buy in here) I would love to hear the other side of his argument if anyone is interested. And before I'm accused of just showing up I've been around for 10+ years, just new to this board.