IMO most here will really enjoy this video, if you haven't already seen it.
You need 1 hour and 5 mins to lock yourself away .... listen ... take some notes .... and think about how the discussion fits in with your investments in E&P
And (don't fast forward) at the 58min mark there's a few here that would be pounding the table.
Even if you don't particularly care for the producer (Hedgeye) I found it riveting. Might take the easy route and go long XOP and take some LEAPs too.
Unprecedent Oil Opportunity
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