Malcy's Blog extractThe ‘heavyweight’ end of the list is dominated by a quartet of companies that share the attributes mentioned above, they have good, balanced portfolios of assets some internationally, some in the North Sea. These are Premier, Faroe, Ithaca and Parkmead all of whom have proactive management, sound financing and an ability to, to a large degree control their own destiny. Most have hedged well through the last few months and this has given them some protection, other degrees of protection can be seen in long term gas contracts held by Premier in Asia for example. Drilling programmes for all these companies offer plenty of upside through the year. - See more at: https://www.malcysblog.com/#sthash.sfPHsej1.dpuf