Interesting move to watch. APO President has done a nice job taking the company public and guiding it toward greater growth and dividend stability. The founders are PE guys so if I had to guess I would say that they might not be too pleased with the growth in company expenses. Not sure if Spilker was an operator or investor type so hard to say. If it is along the lines of what I am speculating upon then it is bullish for the company.
I wish I knew enough to respond, but unfortunately that's not the case. This message board isn't very active and it seems to me that the majority of the comments tend to be negative. That is mystifying to me because I have a total return of about 50% in about 7 months. Granted, the price action moves in fits and starts, but the trend has definitely been upward. Then there are the quarterly payouts which have been tremendous. If the rest of my portfolio performed this well, I would be one happy camper. Anyhow, I certainly appreciate your insight and hope that you are right!