As I was saying on the WRNW board yesterday, the companies that have their own rigs and related equipment will be the survivors as the weaker companies fall by the wayside, which is inevitable, as rig availablity in KS. and OK. continues to get locked up in long-term contracts with the Big Oil companies.
If nothing else, ALRY is increasingly becoming an ideal suitor for a buy-out/acquisition from a much larger company, as the big fish will certainly be looking to continue swallowing the smaller fish.
Criteria such as ALRY has, is exactly what EVERY O&G investor should be looking for, when making their LT investments in O&G companies.
Rigs/equipment and high quality leases are exactly why I am here. Just looks like patience is all that is needed now.