Yes agree with you Towie. For leverage purposes perhaps BUY, NWE and VOY look best. As far as I can see BUY and NWE may have funding issues so punters must watch out for placements before drilling. However all should see good gains between now and drilling.
ARQ and AWE also with big stakes cant be ignored.
To me HDR looked good because it had been oversold down due to Thon failure. Also AGM coming up, reserve revision for Chinguetti and confirmation of next years drilling. On this occasion for me personally liquidity was an issue. I sacrificed leverage for the ability to buy in and sell with minimum slippage and risk of getting caught when the time comes to bail out.
The Cliffhead program is unusual for oilspeccers in that so many companies are involved and that punters can take their pick of the type of company they wish to get onto.
I also hold NWE and think BUY are the best bet for leverage but you cant hold them all........... (maybe you can!)
acturtle
HDR
hardman resources limited
turned the corner?, page-16
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