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Approach Resources, Inc. Message Board

  • oliverbur1 oliverbur1 Apr 7, 2012 10:10 PM Flag

    How to monetize?

    Assuming (as I do) that pure play equities haven't stood the test of time and also assuming (as I do) that the Wolfcamp is the H.O.T. Play of the moment, should management be looking to sell down their interest in the near future and diversify? Or should they hold out, try to catch the very peak of the Wolfcamp and sell out entirely? Is the El Passo acreage moving?
    As you can tell from my comments I am not lconcerned about the fundamentals of the Wolfcamp - I'm a believer - but becoming concerned about how AREX exploits what they have. Is continuing into full development mode the best option for shareholders of this company? Curious what others think.

 
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