PCL 6.67% 1.4¢ pancontinental energy nl

new hartleys report, page-18

  1. 7,486 Posts.
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    Fantastic shake and rake in progress. Prefer it heading south into a near term result than the other way. The "no-brainer" is if I had any FAR I wld be happily switching 1 for 1 into PCL for the overall leverage.

    And when asset counting, don't forget the 48% or so of L8 now held is worth rebate money on future farmout, and reckon there will be plenty interested, espesh if we get a sniff in L10 and/or L6.

    im glad someone put a value on Namibia's holding ... Tullow obviously think its worth plenty.

    High roller stakes game this biz. All about money / risk management

 
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