Still the cheapest and approaching drilling things should trend...

Still the cheapest and approaching drilling things should trend upwards. I for one am more than happy to wait for a few weeks if above market returns are possible here. If there's a sell-off to flush some weaker hands out then fine, the bigger players will step in when the time is right. An MTM type frenzy is also not off the cards - better to be in from now then chasing it later. The low SOI and good top 20 holdings here mean that not too many need to throw their hats in the ring to get things going...GLTAH.