well I find it an odd coincidence, he popped over for a visit today, and EPM momentum has been upwards further. I actually think a stack of GGG holders follow NRO's posts - not necessary for or against his opinions. A lot of the posters will say one thing, and do another - but really from a GGG prospective EPM is running multiple projects on the speculation and discover part, GGG is currently (no falt of holders) management has put it in the the orphan period and it's a quagmire - usually the only way out is a gradual change of management, and crap ton of apologies and social programmes.
It's in the honeymoon period for EPM holders, and those that incidentally take up from GGG to buy EPM - I suppose it just reasonable smuck-insurance play. They could go for other REE plays - there quite a few of them now, none with the amount of strategic tenements.
(20min delay)