10 bucks in 2 years, maybe I should throw darts at a board and pick my 2 bagger that way....far more likely to hit the target. First time over 6, I'm out of a painful lesson.
I don't like the plan to expend so much into Ks at this point. Very NG, less oil based on what I've read than OK MS. There not much swd infrastructure is there?
I thought the industry would turn around this year, but it just hasn't happen. The fundamentals aren't positive for as far as the eye can see. I hate being so pessimistic, but the reality is hard to ignore. Long ANR/ACI and even that seems too much like gambling, rather than a contrarian long.
I took my largest loss ever on James last year. No restructuring please, just liquidate and strengthen the industry long term. jmo
I so wish that another coaler would offer to buy them. Consolidation is the only way to survive another year of this slow death. jmo
Don't waste bandwidth on this drivel, most of us have already weathered TW gone wild. SD mgt is performing as imo most would expect responsible management to perform. The change of focus is readily reflected in the quarterly reporting. Shorts will float away now that this report is behind us.
Some of this "distribution" could be shorts covering...I mean SD has beat expectation for how many quarters, and shown a turnaround in progress for a least 2 qrts.