RE:Analyst CommentAlways wanted in on VET, but it was always expensive...and never did pull the trigger untill now as it lost a bit of it's premium. I like the exposure to Brent Pricing, and I don't have to chase the C$. And I really like hey are looking for gas right in Europe's porch! The Fracing issue notwithstanding, I think that the Russia issue will pay that forward. Especiallly if that 10000 BOE pans out off of Ireland.
Good solid production at home here in Canada with money in the bank to shop for broken hearts in a down turn.
I actually thinned out my SU, BTE and Imperial as I think VET will weather a downturn much better based on cost alone.