Talisman
I just wanted to say how happy I am that Talisman (Repsol) is running the show. The presentation is more detailed than anything I've seen since buying in a few years ago. I'm aware that there are no guarantees, but as the presentation shows Talisman already has lots of production in the vicinity, they know the geology, and will have put a lot of that experience into giving this well the maximum chance of success. Good luck to all of us who have been very patient with POE.
For the record I'm ok with the potential downside if this well doesn't turn out as we're hoping. More than half the market cap is in cash, and I still like Sawn Lake as a nice long term call option on oil. Those two alone justify the current price in my mind. So let's see what happens. Hope to see some very happy shareholder postings this August.