General Thoughts, page-4482

And as i said my current positions in the oil and gas indestury are:
Eco - Guyana 100% block + 4 blocks of 85% in walvis + new big block in the orenge basin + 6% in 3b/4b.

Challenger 40% from area 1 and 100% from area 3 in urguay (Maybe the mirror image of namibia).
sintana 4 blocks in the orenge basin + pel 82 in the walvis + onshore block
pcl - pel 87 and im big fan of the superfan.
bw energy nice assets in the atlantic + big position in the kudo block adjecent to pel 83 with the mapone discovery.
aoi have nice asset in nigeria + holding nice position in impact + 3b/4b
Galp - have big % in the pel 83... with the major discovery mapone.


I hope im not too optemistic on the oil and gas or on this positions... i know its risky...