you mean ASX in general or relative to AKK area of operations....

you mean ASX in general or relative to AKK area of operations.

For ASX I'd say pretty simple - WPL/STO/DLS/ would be the obvious (and cash flow is king ATM) and investment grade. Probably have BPT there also. Since I hold LNR on ASX for their EFS operations I would put them on also.

For AKK I think you have to pay attention to what's happening in their area of operations in EFS - so its HK, CWEI, CRK, APA, APC. For the EFS generally its EOG and COP for me.

For AKK Niobrara - I think they are trail blazing. Good luck with Pierre wells.