Kipp, just a few comments re: valuations FWIW. I'm not sure how long or closely you've been following Coxe, but he's a strategic, long-view guy. His default horizon is five years out (absent any qualifier to the contrary). Second, are you aware of the US SEC rules regarding the valuation of those reserves and proposed changes (sorry, I couldn't find a good link right now)? Third, the alarmists who fear carbon and associated opportunists are creating a significant amount of FUD in that market right now regarding that sector, and that impact is further heightened by the upcoming US elections.
News 
Market Data 
Discover 
AI
