Devon Shire
Long only, newsletter provider, oil & gas, small-cap

Bellatrix Joint Venture Points To Widespread Undervaluation Of Cardium Assets

After a fairly long search, starting in 2010 I decided I wanted get long companies that are focused on unconventional tight and shale oil resource plays.

I had known for a long time that I wanted to have a lot of exposure to the price of oil in the decades ahead, but in 2010 a "lightbulb" went off and I decided the unconventional producers were for me.

One of the unconventi...

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