Zipper,
Don’t know FAR much, but you are way out on CVN, the spike about 4 years back was to near 30. Actually only a few weeks back (before a CR) went to the high teens. By the sound of it CVN has probably added a couple of very exciting potential company makers since you last looked (one a probable 2 - 2 Xer, the other a long shot elephant). Currently drilling 2 offshore wells.
As for the OZL sp, as a LT OZL holder cant see much of a dip, but would relish the chance to double up if it went to 5. Very tempted in the vicinity of 7 and would need to look closely at some top up if under 8. Just my opinion based mostly on PH and C. WM looks very interesting too which makes CZI worth a look (and if the future likely CR doesnt scare you too much).
EL
Zipper, Don’t know FAR much, but you are way out on CVN, the...
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