Cheers for that EL.
Been into a few dusters recently myself, DLS and GOG.
Into producers like yourself, ARQ, NZO, NWE( producing through AED)VPEO and OEL( rather OEL to IPM, Turkey to bigger % sovereign risk, so rather have OEL's spread of sovereign risk )
Jumped in and out of the hoop with NXS in last week.
consolidation is coming arq cheap as chips, page-17
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