no presso yet..., page-9

Thanks for the detailed response Ricky...

I'm heavier on STX than anything but holding a fair chunk of PPP now and then SAE. Unfortunately, sold out of CVN at 14 and 21c having bought at 7c - was actually to buy SAE - Wish I was still holding some CVN!!!
Have also held NWE at times - UNSUCCESSFULLY! - and won't touch them for a while... got a few TEX and CXY as my real speccies. Have briefly researched BCC a couple of months ago but remain unconvinced right now.

I think you are completely correct regarding light oil plays holding the key for SAE - I think it's the production profile of the Heavy Crude that is concerning me the most. Still love the fact that SAE maintain complete control and operate their own fields - just starting to question the heavy oil strategy.

Here's hoping they meet their latest targets...