Some real quality post (through a lot of fog). It’s like a slowly developing (analog) film..
- Elk is not properly appraised yet
- Why resources and not reserves
- Too conditioned to excellence
- The beauty of isolation
- The use of liquids
- Phil mentions “light sweet crude” in CNBC interview
As usual, two excellent pieces by Den (3 and4) but perhaps the most important insight comes from long-term IOC bull Getitrt2 (1)….