hess vs bhp vs the rest, page-21

The farm in deal that I think we all would like is a small deal over a small chunk of land - Yulleroo for sake of debate - and not a massive dilution across all of buru acerage.

Imagine the kind of deal they could do if get a great partner in - big or medium size - who can help frac Yullerro ... Prove flow rates and liquid contents - both conventional and unconventional - and THEN look to do a deal on Valhalla

Once they prove flow rates, big guys like Bhp and Woodies and Shell won't even blink about a big premium to get control of gas resource as big as NWS

I cross fingers they don't give away too much of farm and operatorship and look through value is well north of $4 per share ...