Hi Ric and Ilovgold
I see merit in both approaches, limit you risk if your only one stock fails with 15 stocks, how do you keep track of them all.
But if you like oil and gas, want just onshore exposure with companies with cash, oil production and extensive drillig programs there are only two that meet those criteria
Bru and Bpt, I own lots of both and nothing else.
Good luck with what every you do
fully diluted mkt cap seems high imho, page-46
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