Interesting times in my opinion with once again the analysts on the sidelines as SXY and BPT battle it out for the Lattice assets ahead of the great comeback.
Here's my prediction / scenario:
If SXY is successful with the Latice bid we will see SXY skyrocket especially since each partner will get their "piece of the pie" and SXY will have a huge jumpstart on the already producing gas assets immediately delivering revenues to their bottom line EPS.
If SXY is not successful we'll still see the price jump once the uncertainty is removed.
If BPT is successful she'll skyrocket and if not successful the fear of dilution will dissipate and BPT will bounce back as well.
Either scenario will have SXY and BPT bounce up, the only unknown is by how much.
Only good things lie ahead for both, although my bet is on the SXY consortium succeeding.
Holding long and strong and strong and waiting for the Orgin boys to decide direction.
Feeling good with both but do your own DD.
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