STX deal in a nutshell, page-142

I will probably vote for it. Cant see us getting any more value out of this given expected revenue and lack of upside given its all or mostly contracted. Hopefully we get some reasonable for Mongolia. Will likely hold STX as I can see some upside in the short to medium term. Keeping an eye on TEG as they go into their drilling. But with NWE no more, my true loves are EXR and IVZ, both going into massive drills in the coming two months.