Loving WDS at the moment. There is a real lack of appetite...

Loving WDS at the moment. There is a real lack of appetite amongst bankers to fund new fossil fuel projects - this plays into the hands of big energy players because they are the only ones that can fund development of new projects. It's a double positive - they can buy projects at a discount because others can't get funding and what they produce is going nuts.

Just need to be quick to react to anything that may unwind the oil price in a significant way and trade a bit (even if the oil price did come off at some point there is a medium/long term supply demand issue that'll underwrite).