This world oil/gas/coal demand is going to be with us for many...

This world oil/gas/coal demand is going to be with us for many years. The worlds supply/demand metrics have been turned on its head. $200 a barrel is not unrealistic going forward. The only problem is many economies will collapse because of the huge knock on ramifications.

IMO consideration should be given to buying at the top end. Hess Corporation and CNOOC these companies hold the riches assets and production capabilities in the world.

ATS needs Funds and a successful drilling campaign to re-value its worth. Can these objectives be achieved? They have failed once, maybe if they get a second chance it could be proven to be an economically accessible resource. They are worth an allocation in the speculative side of a balanced portfolio IMO.