SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: NikhilJog who wrote (47966)5/15/2012 12:12:54 PM
From: E_K_S  Read Replies (1) | Respond to of 78748
 
If it had more Oil exposure it would be up on my list. With 94% gas then I am not interested either. There are other NG plays with better assets (like XCO) that provide a small level of safety (ie their 51% interest in TGGT LLC). AAV has none and w/ so much exposure to NG, the risk/reward is just not there for me.

I do like the region and own several other companies in that area but they have 70% or more oil exposure and/or pipeline interests.

EKS


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News