Stezz,
More than ever waiting for the QRs across my entire portfolio, so much has changed esp in terms of costs and commodity prices in the last three months.
For IPM I guess it is not these aspects, but rather a Selmo explanation, a summary on Edirne, other Turkish exploration projects (the real sleeper imo) and plans for California.
Selmo does seem like it's going to be a short term dissapointment, however with high poo and technology pushing recovery factors, and a huge in place resource I believe patience will reward, and the poo provide the short term bonanza LOL.
EL
IPM
incremental petroleum limited
califonia rig secured, page-7
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