Investment thesis while standing on one foot:
1) Old Harry could be worth crazy multiples on your money (spud in 2015 or 2016?)
2) McCully Field probably provides downside protection
3) Frederick Brook Shale has significant potential upside
4) Anticosti Island has significant potential upside
Heads I win very big. Tails, I probably don't lose much, if anything.
For a deeper investment thesis see posts on my other blog.
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