With thousands of resource companies out there deserving attention—or not—I rarely let one In The Pit with me twice. But Allagiant is a much-changed story, with drilling on tap that could make or break it this year. And I had questions, so I let them make their case. See what you think of their answers.

Reminder: I do not accept payment from issuers. I do these interviews free of charge to cover stories of interest to my readers. These interviews should not be seen as recommendations or endorsements. I try to ask the hard questions any investor should ask, but it's up to each of us to give careful thought to what we make of the answers. (No arm-twisting, but we do cover companies I interview in My Take.)