RE:ThoughtsPG
As you told me earlier, TA is just one tool in the belt.
I think for us longs that started with BCGA as a dream and were excited with
Banarli 1 in the shallow formations there is a growing sense that each month/ quarter
the company sees "transformational" events. It looks like we have many coming in 2018;
I would argue the arrival of the Scots in a big way aligns with Sean taking note of VLE's laser
focus now on the deep formations. The shallow well to be drilled is like paying dues at the golf
club, you might not want to but the club is really good to you and you don't have to play with
the public. I would have liked to see more shallow wells drilled but it is clear that mgmt and the
big money backers want to swing a bit bat in to the deep... 5000m deep I do believe.
No clue about the S/P until the next transformative event but I have always been long
Lev