RE:RE:StillTvl's well was a dud.still not sure if it was the ground,missed directional,well bore,or completion.
I am sure that at 7-10 mil a pop you don't get many kicks at the cat.
Back in the day I owned yoho who were in a sorta similar situation.drilled a well in a different area of the duve,waited for ever to do an expensive,risky completion,and then batted it out of the park.
If ipo hits to the upside with their latest wells,they should be insulated from a bad result in the duve but mngt talks up a storm about the play so risky risky.seems mngt is positioning for a sale-if duve successful I see an ibr type move to sell off one play to wildcat another.
I have trigger finger here for now.
Anyway,I missed ath and passed on tgl. i agree with your pick bkx but own psh for awhile now so one American oil play at a time.kicking the tires at epsilon tho but that's another story. in jan/feb I swapped cj to double down on gxo.dumb luck there so far.
Pxx and the like are too heavy for me and pgf is on my shite list.i don't like the way they dumped their liabilities to an Asian outfit,and so,eventually onto us residents/taxpayers.good chance that sale is going to be challenged in court tho.
Back yard is calling
Good fortunes