gas prices to bottom in march, page-8

With over half my porfolio on SSNO I'm very happy ATM and can only hope that whatever JC (hopefully) purchases is an oil prospect.

A sector reprice is happening with companies like SEA and SSN at the front and companies like AZZ at the tail (reflecting higher perceived risk and uncertaintly).

Despite utter frustration at the lack of visible progress here, I have to remind myself (constantly) that the promissory note, the HK JV and Oyster Creek REMOVE downside risk at the current SP level.

Also, whenever a sector re-rates ..... everyone (with a liquids prospect in this case) gets one, even the tail enders.

cheers