CUE-> Pantheon of small oil stocks

[gazprom1]

Separately, what else are you guys eying up at the moment? I'm accumulating AJQ, AWE and OEL.

Hey Corp

Sorry for the lack of communication the past few months...little bit going on.

Bought plenty of MEO at 20-21...hope the ENI testing is positive. Plenty of drilling going on so reasonable play.

ROC surely has to be a star in the next 6 months if market conditions are half reasonable (I know you mentioned it a few weeks ago). Just such a positive story and $50 mil in the bank and increasing daily with an active drilling campaign. Stopped buying at the moment because I feel a little bit uncomfortable at these levels but will probably kick myself later. Is my largest holding. Looking for a 1 bagger on it.

OEL/ CUE are cheap but own enough. Keeping my eye on PAN (an old favourite that has treated me well). CCU is all bad for me so watching for an exit....ramping up production but costs have been high and may continue to be higher than planned.

Hope all is well.

Gaz

PS Not a fan of OXX even at these levels.