Some real quality post (through a lot of fog). It’s like a slowly developing (analog) film..

1. Elk is not properly appraised yet
2. Why resources and not reserves
3. Too conditioned to excellence
4. The beauty of isolation
5. The use of liquids
6. 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)….