Jojo,
Didn't know you frequented the csm sector, then I guess more the shale gas sector? Anyway goodluck for the new year, in identifying some no brainers. Are you still in PNA, EQN and AGO?
I only have a toe in the water with MPO, looked safe with the cash on the Gloucester deal, at least for long enough to investigate further. With most apart from a few core LT holdings I am waiting for the QRs to get a better picture. Meanwhile not dipping more than 2 toes into any new pond.
EL
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