Oil rallied yesterday and is better again today. Union Jack and Reabold have little say about west Newton, just yet and Pharos looks better in Vietnam. Wentworth have a new NED and Harbour have two profit warnings today on run of the mill operational matters.
Oil continues to behave well and yesterday Brent was over $75 for the first time for two years or more. Today we see a bit more from Harbour, it has a good portfolio and it might just be that Sea Lion gives them mid decade growth into the bargain.