have decided to make this my number two oiler, page-4

Wasa .... PCL ...... "in my biased opinion of course".

Wont touch an oilspec unless the equation is right ie minimal downside risk which u can trade/reduce-eliminate on the ascending path + min 10 - 100 times upside on a decent hit based fundamentals. Entry points are probed on techno triggers with final 40% at the confirm break. And the macros have got to be good.

PCL is the extreme sports play for this year IMO and I have already traded it to a freecarry core holding now aiting for the main event this year.

SUR looks a much lessor risk / lessor reward play cos wanted another oil exposure and this was my chance to atone for the f### up with CVN earlier cos looks a similar evolutionary play.

Coincidentally they also share a potential Med mammoth but will probably never be allowed to play it. That would be an extreme bonus if they got lucky with the authorities in the future.

IMBOOC