RE:RE:RE:RE:RE:Price targetPD is the only US exposure I have in my entire O&G portfolio. I do think there is the strong possibility US E&Ps gradually abandon fiscal prudence and start burning cash as oil and natty prices rise. That's why when I say I don't invest in US companies I mean US e&ps. A driller I think is the only way to play US. Even then, it's one of my more risky O&G positions