Neil,
I didn't realise you followed IPM or CVN. I have a clear view on IPM, happy with my current exposure to CVN, but still trying to reconvince myself wrt further SAE.
Looks like the best opp likely to come to back up the truck for COE though. Debate being now, or catching a further dip "if" it is P&A. Not too good at catching brief dips myself.
My priority will be IPM or COE. Would like to see the SAE QR before committing more there.
Don't like speccie wildcats myself, never made a dollar from seeing one right through the RLD yet, at least that didn't vapourise in following months.
EL
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Neil,I didn't realise you followed IPM or CVN. I have a clear...
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