sbow

[mkarpoff]

Dan, there is an interesting article this morning on SA, by Laura Starks. I think she is pretty savvy. If you have time to read it, I would love to get your take on what she has to say about Silverbow. Thx.

[dan_s]

Send me the link

[mkarpoff]

I don't know how to do that, but you can go to SA, enter sbow, and hers is the latest article. Thx.

[mkarpoff]

I don't know how to do that, but you can go to SA, enter sbow, and hers is the latest article. Thx.

[uberCOAT]

Here is the link:

https://seekingalpha.com/article/455630 ... l_comments

[SergioSays]

Seems like an absurd overreaction by the author.

[dan_s]

Her opinion is primarily based on the fact that SilverBow is not paying dividends or buying back stock.

SilverBow is a small-cap that is in aggressive growth mode, which is exactly what it should be doing. Plus, they have just recently closed a transformative couple of acquisitions.

I would much rather have them report strong production growth quarter-after-quarter, all funded by operating cash flow, than pay a tiny dividend. By this time next year, they should have more than enough FCF to pay dividends if they wish.

For a company of this size, it has a ton of running room and it is time to run.

[mkarpoff]

Thx to all for checking it out.