I would probably remove either WCP or PAX from that list...mainly because WCP is mostly a PAX play in my view anyway. Though I'm probably being a little hypocritical there since I hold both :-) If I had to pick one of the two, I would probably go for WCP.
But I would replace the omitted one with Eastern Iron (EFE). In fact, until Kentor Gold recently announced its Khantau project acquisition, EFE was my top pick. KGL has moved ahead of it now...and by a LONG WAY.
Also, given the shellacking ERH has copped, I probably would replace LMP with ERH. However I do believe the list was written prior to the poor flow test ERH announced last week.
My DSP is (in order of preference - and yes I am a client of Tony's hence the similarity):
1 - KGL 2 - EFE 3 - ERH (preferably the options though hard to get) 4 - PTS 5 - WCP or PAX 6 - ATV - CSE - SYR - BSM - RCO - STE
Of the above, I hold the first 6, SYR, RCO and STE. Though I intend to buy back CSE and BSM when possible.
