oil and gas mergers perhaps, page-8

Berocca,

Plenty of ideas mate, but finding the ones that past the hindsight test atm is proving tricky, esp amongst oilers.

Have had best in the metal space in the past 18 months, esp nickel.

Trying to regain exposure to energy, but the quality end too expensive, eg WPL, and the lower end has been costing me. My significant energy exposure atm: AOE,CVN,IPM,SAE,ARQ,COE,PTR. I guess BHP counts also.

If any of those look truly overlooked to me it is IPM. For what it is worth the only oiler I've been buying in the last month or so.

I have some residual faith in ARQ, see Eric as astute etc, but wondering how good he is at team building/management. The AZA foray dissapointed.

EL