the u.s. shale oil boom, page-25

gungho, here in the states most SSNers are also long SEA. IMO, if you like the facts that both have existing production from Bakken, game changing Niobrara acreage, recently sold some Niobrara acreage to the big boys(SEA/twister/Noble and SSN/hawksprings/CHK), both have strong balance sheets/cash flow +, both have recently announced JVs with HAL on Niobrara acreage and great management. IMO, TB of SSN learned something from McCoy/SEA and its JV with HAL.
SEA has more producing Bakken acreage than SSN, but less Niobrara acreage. Sea has 10K acres net NIO, while SSN has approx 14k net acres(post HAL deals).

IMO only, there`s NO better one-two punch in the US oil shaLE game than these two.. these two represent 70% of my stock portfolio and both represent triples and I have no plans of selling either for the next year or two.

glta