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semi_infinite

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semi_infinite

Re: DewDiligence post# 9944

Thursday, 04/09/2015 10:04:42 AM

Thursday, April 09, 2015 10:04:42 AM

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CVX has the biggest exposure to deepwater GOM already, IMO too high an exposure. CVX has big exposure to Canadian shale oil and low risk (not referring to political risk) exposure in Argentina. I am thinking CHK or one of the other as better fit there should they desire US shale.
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