Properties in Nigeria, Gabon, Cameroon and Iraq. Market feels the Nigerian risk is quite high and if you can get your head around this, it has great properties and growing production and good capital appreciation.
An oil play. A multibillion-dollar market cap oil stock, but because it is international it was lagging. Just reported and cash flow was annualizing at $12. Still has quite a ways to go.
Very big in Africa. The African basin is a very attractive one. The unrest has investors worried so stock has dropped. Some of the risks this company has are even too much for him. Very cheap.
Mid-size with exposure to Nigeria and Kurdistan. Showed a 2P reserve booking increase of about 10%. Problem is the Proof part fell and the Probable part grew, which generally is a little negative.