in case you havnt noticedO&G sector is coming to life with oil...

in case you havnt noticed

O&G sector is coming to life with oil price closing in on $90.

Shale gas sector BRU, NWE, AWE, WGP is opening the gate imo

but conventional O&G is yet to move much

A move to $100 will put the whole sector in demand again.

Nov I think has been traditionally strong month for O&G due to northern hemisphere heading into winter

sector rotation has featured strongly in last few weeks

gold-silver-Ree-Base Metal-Uranium

I think the trick is not to over-buy the hyped up sector

but to watch the one that hasn't moved much

and look for early signs of smart money getting set.

just an idea.


and I also think tungsten sector is one to watch. the price just keeps bully on, china cutting quota crazy, but it hasnt had the amazing sector lift like REE sector did. In time, people will realise tungsten should be about as bully as REE