Thanks I'm planning to read it through next week on vacation... with a bunch of other stuff.. Sounds like he is fleshing out his view on the contango thing..
about $110 spike I can oly surmise the the market view on ECA is also shortsighted... judging by it price it's all about the NG... They have massive oilsands potential and are geographically a perfect pick in Coxe's thinking... er... well that's what I think.. thinking for LT it's great hold... out now... but it's my favourite for LT as well as XEG.TO but I think I like ECA better... B
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