Great post. Yes, it has been a very nice ride up to this area. I also agree to the possibility that consolidation looks perfectly timed here with record crude prices coming in. Nat gas is not so lucky. But I will maintain a position with BEXP due to the dollar at this time.
This is the first year that oil peaked after Aug 15th. It is a different year in many regards for commodities and producers.
All of my posts are my own opinion. Always perform your own due diligence on every investment you are considering, or contact your licensed investment adviser.