Sodhi i hope you're wrong however i can't argue with your...

Sodhi i hope you're wrong however i can't argue with your logic.

The big thing for me is that PVD can't afford to have the PXP payment significantly delayed. It will be detrimental to the company.

I'm still a believer however i've got my cautious blinkers on.

We can't deny though that when the heat enters the sector, you'd be crazy not to have exposure to it in some way, shape or form.

Here are the two stocks that will offer that exposure...(PVD and Tangiers) and where they are situated in the grand scheme of drilling in the region.

Let's not forget little TEG as well... flying under the radar.

My opinion is that all will move up significantly however guessing where the most upside is how the big money will be made.