I never invested in IVZ because I expected them to find a commercial quantity of oil. This was always a gas play and any oil is just icing on the cake. Maybe you are getting confused with baobab?
no problems with having an idea of the potential of the chance of a project coming through. I'm just trying to figure out where you are getting 50/50 from?
We have a working hydrocarbon system, a big stocking seal and are waiting on porosity/permeability to see if it will flow. We do however have hints that this is likely with the outcrop testing, scotts comments in the agm regarding porosity sands etc...
I actually like exr as well it's got a lot of potential esp with the Mongolian asset's not too sure qld with the new gov policies. No need to be a fan boy for one stock over the other that's just tribalism and won't bode well for making money on the stock market.
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