Fundamentals and General Discussion, page-262

Big rush for EU, UK and US energy security in bound? Middle East looking like it will be a major regional war, which as you know, adds huge risk for oil production and exports there.

I have bias of course, but I’m starting to think FDR could shape up to be the investment of my life. If there is a rush to secure North Sea assets, the take over potential alone would be 30 - 50c per share. We have a massive amount of offshore sqkm with a lot of defined prospects.

Let’s see what happens