Hi unclepanda,
just read your post & a thumbs up from me.
I was surprised by your opener 'no need to attack' as I din't think I had - so my apologies if I came across that way.
I'm in O & G for only 9 months now, so you have far more experience than I. I love doing the research & seem to have become a HC addict in recent months - enjoy peoples posts, views, opinions etc... have learnt a lot but have much to learn!
Even in my short time I have witnessed 3 dusters.
RIA's starfish well offshore Ghana.
CMT along with STX & WHN who missed out on some decent upside had Shell been successful with 'Palta' offshore West Australia & ofcourse the recent NEN disaster.
(I was just lucky that I wasn't holding any as I had previously late last year).
Anyway, yes PVD is building a diversified asset base.
Must go now, good to hear you bought in & look forward to more posts.
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