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Bobwins

05/03/12 11:24 AM

#11203 RE: kozuh #11201

I no longer hold SSN.

They have small acreage in the Bakken, where they've had some drilling production issues and the Niobrara, which is proving more difficult to hit consistently than the Bakken or the Mississippian.

They also have acreage in the unproven Montana Bakken.

I like Sundance much better. Their acreage diversification is better and so is their execution. SSN could soar again but I would rather stick with my current Aussie lineup, mainly due to my preference for the Mississippian. Sundance is proving that their smart mgmt can drill/operate wells and their land people are superior.