Our results are a while away but I expect the SP to run up in advance/anticipation of them.
BLZ is getting bid up massively at the moment but haven’t even started drilling. Their cap structure is better than GNM’s and they have land in the right area but I reckon GNM’s the better bet IMO (though I made 3x on my BLZO options and are free carrying a bunch so happy with the trade.) I expect some of the BLZ punters will make the Simon Coxhell connection and get in on the GNM bandwagon in time.
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