still no friends

I note Stockanalysis still pretty downbeat on IPM, rates them as nuetral.

I am happy holding 250% of what I ever held prior to the last couple of months, my no. 1 oiler by value atm. The oil is real enough.

Worst case scenario, probably disruption and deferred production under an even higher price environment. Can't see them losing the rights to the field, or loss of production long enough to be fatal.

EL