9-12 months behind to be precise, in terms of of maiden MRE timing. I'm long both, more long VMM shifting a bunch of gains there (now up about 200% by the way) but still long MEI too. Won't look at the two smaller minnows at this stage as the area imho may not be capable of sustaining more than two 5 Mt operations for a while yet (never mind the market), and the minnows have very limited acreage even if they may have substantial potential % upside.
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17 | 2302249 | 0.155 |
27 | 1092623 | 0.150 |
2 | 380000 | 0.145 |
8 | 278001 | 0.140 |
Price($) | Vol. | No. |
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0.170 | 466583 | 5 |
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0.185 | 988500 | 6 |
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