01-19-2018, 03:21 PM
Have plenty of oil and gas yet in my DGI account and still have some WLL in another cash account. I wanted AOS and EXP and needed to sell something to raise capital to buy them.
WLL was a speculative pick and I think I made around 50% on it. On to other ideas!
As to HP, I think it is best of breed for drillers, but I'm not convinced that rig count will grow that much due to the high efficiency of new rigs. There is a bottle-neck of fracking crews available to complete wells, so there is no sense adding rigs if you don't have a way to finish them.
I think EXP and AOS are a bit more consistent with growth as well.
WLL was a speculative pick and I think I made around 50% on it. On to other ideas!
As to HP, I think it is best of breed for drillers, but I'm not convinced that rig count will grow that much due to the high efficiency of new rigs. There is a bottle-neck of fracking crews available to complete wells, so there is no sense adding rigs if you don't have a way to finish them.
I think EXP and AOS are a bit more consistent with growth as well.