Hi Dan in your ESTE review there were 8 Peers on a couple of the tables around Page 10. I am interested in the identities of these 8 companies that ESTE views as similar companies. Any help with this will be appreciated. Maybe another great investment similar to ESTE. Is Frank Lodinski still active at ESTE. Robert Anderson seems to have ramped up the activity in the last 15 months. Frank has made me money twice during his many stops. I hope his health is good.
Ted
ESTE
Re: ESTE
I will send an email to Earthstone's IR manager and ask who their peers are. MTDR and LPI are probably on the list.
Frank is a great guy that I have known for over a decade. He made me a lot of money on the sale of GeoResources. I'd say that Frank is "semi-retired". He's still on the BOD, but Robert Anderson is running the company and doing a great job. Frank built a first class and highly respected team.
ESTE is now my Top Pick in the Sweet 16.
Frank is a great guy that I have known for over a decade. He made me a lot of money on the sale of GeoResources. I'd say that Frank is "semi-retired". He's still on the BOD, but Robert Anderson is running the company and doing a great job. Frank built a first class and highly respected team.
ESTE is now my Top Pick in the Sweet 16.
Dan Steffens
Energy Prospectus Group
Energy Prospectus Group