The Big Boys, page-715

Thanks Cha, Yes, looks like we have our direction in oil with OPEC, but would prefer a pullback than buying into the news today. The FA on oil juniors are not my go, more a macro piece so appropriate your tips.

CDV i think is getting pretty frothy. They will be a monster, low strip, simple met. Much like GOR but with the African discount. R/R at these prices is questionable. Not a lot has changed from when they were 20c, so the easy money been made. What did PIR get taken out at? 600m? Their grades left CDV for dead.