no new thoughts. They are all excellent oil plays. They are increasing production rapidly and have low cost production due to excellent royalty agreements.
Obviously PMG and PBG are intertwined. Eventually PBG will prove up THAI and have an extra premium over PMG and GTE. In the meantime, I think Columbia offers the best deal for oil producers and so I think GTE & PMG will do fine, even with current oil prices. Higher prices will just be a bonus.
I bought a few shares of GTE just to get a little more oil exposure. Later, I intend to get back into PBG.to because they will be a long term winner. Any significant drop below C$20 seems to be a good buy point for PBG.
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