Oh and might be worth looking at ECO oil and gas on twitter. they have a large resource base in namibia and guyana. pure exploration play like IVZ but value at 10 times higher.
Anyway ECO did a subscription with africa oil and gas (Keith Hill) a while back to explore additional exploration opportunities. ECO are due to get a wedge of money soon from Total for a farm in to their guyana asset. ECO then become cash rich and looking for another asset. Keith Hill loves a
IVZ twitter feed has only liked two tweets. one of which is from ECO in namibia. I wonder if ECO and africa oil and gas are looking for a farm into IVZ. they are notorious early movers and it would surprise me if they farmed into zimbabwe to fund a 3d seismic campaign and fund the drill.
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