Yeah I have quite a meaningful position in both GXY and PLS (producers). Sold a few but hanging onto most of them for a while yet.
Have some CXO (almost producer - 2022) which looks pretty good.
ESS and GL1 on the explorer front.
I did this in the last cycle. Made some good gains but also made a few horrible mistakes which cost me a lot. But I do think this time is different and a rising tide will lift all boats. ESS still a very modest Market Cap and easy to see it could be 5-10 times the current MC in a year or two if things keep going well.
ESS Price at posting:
14.5¢ Sentiment: Buy Disclosure: Held