Talisman Mining Ord Shs TLM

RE: Oil and Gas Markets>>> Gold

[Specul8r]

I'm betting this downturn is temporary, and the floor is closer than it appears. With OPEC reviewing their production numbers this week, it's the perfect backdrop for not increasing production. If there is manipulation, it's to this end. On the consumption side, as prices drop, demand rises. Rapidly growing appetites in India and China will pick up the slack. Then there's the wild cards on both the supply and demand side: Weather, geo-politics, hydrogen fuel cell powered cars, etc. Zeroing in on Talisman specifics: production per share will improve as recent discoveries come online in the next 3-6 months, and much of the 20,000 bpd of shut in North Sea, Algerian, and Canadian production is back online. ~500K boepd average production expected by year end. One of the more intriguing Talisman wild cards, is the probability of a buyout. For the first time in Talisman's history, their repeated PRs reiterating their monetization strategy and aggressive share buy back plan; well, what's the message? Having the Sudan issue settled doesn't hurt either. It could be time to start accumulating.