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Re: klimanjaro post# 1128

Monday, 09/17/2018 4:53:44 PM

Monday, September 17, 2018 4:53:44 PM

Post# of 7974
An O&G investor, trying to piece together all the publicly available information. Proof will be in the pudding. As for GSPE or TXSO, good question - dealer's choice. They will both get lifted by the rising tide if Tau is a success, in my opinion. GSPE has approximately 4x the working interest in Tau and the other projects they may advance with Delek, which I roughly use to eyeball their relative values, if you will. After working through that list, I don't know where TXSO stands with regard to ongoing interest in the GOM. They do have their own additional projects, with one just announced in the Austin Chalk onshore TX, an area I have not followed since 2014, so I can't opine. Maybe others on this board may have more specific insight to TXSO value other than the 5% in the shelf projects. All my opinions, please do your own due diligence. GLTA.
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