Since 2011, after reading the "The Third Curve" I was in search of that kind of set up.
Narrowed down to Vedanta but that is lead by one of most Greedy face of India so ruled out it. ONGC, NMDC were other options but did not fit the bill plus PSU culture is damn issue.
Finally came - Selan Explorations Technology with new team from Blackbuck Energy Investments Limited, owned largely by Oak Tree Capital, and they also have a controlling stake in Antelopus Energy Private Limited in India.
And my search for a purely natural energy security play ended. Taken exposure and intent to hold for next 10 years at least if things pens out as thought about.
Disclosure - I may sell anytime based on any negative developments or better opportunities if it comes and will not update here, so if you are taking any call, kindly do due diligence. This is just a my diary kind of blog.
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