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Strategies & Market Trends : The Ego Forum -- Ignore unavailable to you. Want to Upgrade?

To: hubris33 who wrote (11641)	1/10/2013 10:26:44 AM
From: ames	1 Recommendation Read Replies (1) \| Respond to of 12175

H3, The allure of TGA is mgt plus exploration promise. They've made very smart acquisitions, including a sizable patch of blocks on the east bank of the Nile, and production has been steadily increasing. As far as I can see, were it not for the political unease, TGA would be worth today twice its current value, w/ exploration & development promising lots of headroom—which is when I'd want to pull the ripcord. I regard it as a "conservative" or "defensive" spec play in a mkt that's been vicious for energy and commodities of late. JMO of course.