Very nice article - it really caught my eye, although that might be a bit of confirmation bias on my part.
The quantitative model I run monthly has selected GW and PTEN as "top 25" picks for the past several months; PDC dropped out of the top after running up about 20% since March... I don't quite do the in-depth analysis you did here, but fundamentally they are one of the top industry groups in the market.
Land-Based Drillers Extremely Mispriced [View article]
The quantitative model I run monthly has selected GW and PTEN as "top 25" picks for the past several months; PDC dropped out of the top after running up about 20% since March... I don't quite do the in-depth analysis you did here, but fundamentally they are one of the top industry groups in the market.