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Well Mark,

you should definitely head over to Hillgrove with a nic like that.

My hot tips that I am chasing right now are:


AJL: CSG/Coal driller and service provider with substantial shale assets overseas. Game changer. Some possible risk still exists with debt over the next few months, but after that I expect the picture will be much clearer! Fortune favours the brave.


OEX: This is a company that has been beatten down somewhat after they have had some issues in their first unconventional well in India. They already have some substantial reserves and have drilled and fractured it. The problem over the past few months has been the milling tool is stuck and a workover rig to remove it hasn't been available. Beat downs are one of the best places to look imo. Substantial value if they can remove it!


STX: This is the fringe player in the Cooper and Eagle Ford. It has been poorly priced at present for future upside. I strongly believe that we will see it "rediscovered" later in the year.

Obviously if you havent already jumped on the BPT and SXY bandwagon, then you should have. Senex in particular is looking hot to trot!

OGY: is very high risk high reward and needs some very small attention.

PGI: Gold set for a great 2012 with more debasing necessary as the west ages and the east roars.

Anything Mongoloian or east african!

SF