thanks, as you likely recollect Martin Murenbeeld is one of my favorite analysts...
well, you were right, should have held on to those GBN trading shares at least one more day...!! NatGas stocks sure did not outperform GBN today, but 32% of my portfolio up another 12%.
Purchased a bunch of HKR.to / HKRRF today with the GBN (and some BEXP) proceeds, HKR was up a modest 6.7% but I only caught half the move as it looks like I drove the price up... Finished a market cap analysis per natgas reserve equivalent today for HPR, HKR, DOL, and DEF. Did not exactly turn out as expected, still rates DOL the best buy... The reserve growth rates of HPR & HKR are commanding quite the premium. In any event HKR finished their flow thru PP today at C$5.25, was able to buy at an 80.6% average discount from that price @ C$4.24. Seeing how HKR management took over 13% of the total offering, seemed a good natgas stock purchase (before I saw the GBN launch...)
