PES has been eaten into by Shell and Arrow. I think it is kind of obvious that Shell and Arrow are not going to be left standing in the cold when this all comes to a head. I think there positions in PES and BOW are very strategic and give them a leg up when things get moving.
AOE => BOW PES maybe
QGC => RPM SHG (AJL assets maybe? for ATP516)
ORG => ?
STO => ?
ESG MPO ECU BUL and SGL still up for the taking...
woo hoo fun times ahead. Hopefully this market downturn continues for a while longer and I can diversify out of a strong CSG sector:)
SF
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