Somewhat undervalued. Had a bit of a rough ride. Changed management. Has not performed as well as some of the others out there and hopefully new management will tell the story.
Has performed very mediocretly compared to others. Good assests. Recently made a number of changes in management which should be good. Should be able to grow this a little better than what they have done in the past.
Feels the valuations in the oil/gas royalty trusts are very reasonable. If oil/gas prices drop further, they will be even better value. This one is a natural gas focused trust. Has shorter reserve life index, so would prefer others.
Has been surprisingly disappointing in terms of the performance. Excellent management team with a spectacular track record. The ultimate fate of this company is probably is to get bought out. That will give you a premium from where it is today, but not a huge one.
Ketch Resources has been an outperform compared to other gas trusts. Other gas trusts have imploded over the past month and a half. "This one looks like its ship is turning".
Missed a lot of their production numbers so he sold his holdings. A gassy name. Thinks it will be taken over in the next year but don't expect too much of a premium on this.