PES has been eaten into by Shell and Arrow. I think it is kind of obvious that Shell and Arrow are not going to be left standing in the cold when this all comes to a head. I think there positions in PES and BOW are very strategic and give them a leg up when things get moving.
AOE => BOW PES maybe QGC => RPM SHG (AJL assets maybe? for ATP516) ORG => ? STO => ?
ESG MPO ECU BUL and SGL still up for the taking...
woo hoo fun times ahead. Hopefully this market downturn continues for a while longer and I can diversify out of a strong CSG sector:)
SF
BOW Price at posting:
17.9¢ Sentiment: Buy Disclosure: Held
