Well i agree with both of those statements.
To your first point, I believe we still have a group of good, solid longs who understand selling at these prices, while we are so undervalued, is not the path to good investing ultimately.
To your second and most important point, management has promised more and delivered less recently. They must deliver. But deliver what? We don't know because Clayton won't communicate with us. The $63.4 million in rig profits PR was a flat out farce and embarrassing. No more of those please.
Clayton should start off the new year with a live shareholder webcast and come clean about it all. Take every question seriously and answer honestly. He has a group of loyal longs that badly want to believe in our new CEO. He needs to give us a reason to do so. Then deliver on more modest and attainable goals. He can get us all back on his side if he does so.
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