Ann: New Contract Awards, page-7

Howsit AHS.

The Santos shielded me from my foolishness in predicting oil market cycles but now there's a takeover in the wind it's time to recycle my capital.

This sector is still the most leveraged to an oil price recovery - unfortunately various interests ended up largely sucking the eyes out of MRM. That's not to say it won't do well just that it doesn't fit my requirements.

I feel like nows the time to be looking as the market is very pessimistic - but you've been plugging away with plenty of research any thoughts? Cash on the sidelines.

In my view waiting and watching for years is the way to go with market cycles, it's been an eye opener that's for sure.