Pixie
Yep ... there has always been a disconnect imo between energy security issues in Europe and energy supply from the Soviets.
The Soviets have it in licks and like to use it as a bargaining tool ... brutally when it suits.
The Euopeans stress about diversity of supply.
It seems to me that the potential impact of a significant intra-European gas producer just hasn't dawned on investors here and abroad.
It makes me believe that when EPG can upgrade GiP and better still, book a significant reserves upgrade, following the current pilot production trial AND get this news to market there WILL be a sudden re-rating.
The longer the sideways to slightly down sp drift has been, the more dramatic will be the eventual breakout when the technicals of EPG operations can be supported by well test flows and data ... imo.
Patiently
Dex
european energy issues, page-3
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