Cheers Mr Ward. I think a few here have been long CTP for a while. GBP, don't follow but i think SL is a fan, so worth a look. My interest in o&g is really just about sector rotation. A truly beaten down sector that's due its day. Take uranium, for example. I backed what i thought were three high quality stocks, ~12 months or so ago. I got the timing of POU rising completely wrong and in fact its made new lows this year. And yet all three stocks have enjoyed strong re-rates. Just think it's time for oilers to get some love too. I've said it a couple of times but maybe when io stocks rally, we'll know the top is in. Don't take that comment seriously though, just brain doodling for fun
