buy an emerging oil producer asap

its becoming even more obvious that oil demand will continue to grow regardless if china or the US slow down. Its not a bad idea to go long an emerging oil stock while they still remain undervalued. Not many to choose from in the space and drilling success will have a very big impact on the lucky few. We can also assume a lot more consolidation will take place with the majors in time. This is already playing out with BHP and RIO. This may also flow down to other producers and thats when the list becomes very small indeed. Lets see how things turn out over the next few months and good luck. dyor.