There has been an 80% divergence since December between TRP/GBP, when everyone started investing in the new drill. This is what we need, the sooner TRP is deemed as too expensive, investors will pile into GBP. I have already free carried my TRP investment and put it into GBP. If TRP goes at it again and GBP doesn't, I might do it again, just because GBP is the safer investment.
spuds ugandan well target 100 million barrels , page-17
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