iae.v - heh heh ... Red was right of course, there was overhang, it's taken quite a bit to chew through it ... there will be overhang soon in the 1.20s too, just watch, i may be part of it, that's my double area and it'll be tempting to at least cut net cost ... on the other hand, as somebody mentioned, Ithaca looks like the closest thing to a replacement for Oilexco, arguably with better timing as well
ogr.v - overhang here for sure ... anytime something moves up there's supply coming from those in lower, especially around their doubles areas, these are added to all kinds of normal selling plus some from folks getting out even on old buys ... there's always some sort of supply, trick is to gauge its weight against demand in weeks to come, not so easy, but i like the feel of both of these right now
gm - can you still get certs i wonder ... can't be much value in the common beyond souvenirs
[edit] - oops this was to go to Vet98's reply to above post, of course |