TimberI went to a presentation of these slides where Ken spoke...

Timber

I went to a presentation of these slides where Ken spoke to a group of Pato's Investors. (almost verbatim)

That presentation convinced to to load up.

Fortunately I got to speak with Ken for about 20 minutes afterwards over a beer. Other things he talked about was the classic chimney formation in 105, which he thought was further evidence that increased the likelihood of a big find, that he was convinced we were closer to the source(kitchen) than Danfong. He also talked about the how big the production was at Danfong, and inferred that he thought it was much bigger than the Chinese were prepared to say.

I am not an O and G person, but he was very confident. The main rider in our discussions was the composition of the gas (level of Co2.) That was the unknown.

Thanks in particular to you, T Shirt and Stapleman for contributions which I have followed with great interest since I bought in.

With 120 to back it up, I loaded up. (to my eyeballs)