Fact is, it doesn't. What do you think they could sell the US operation for, if they wanted to, given it is currently producing (probably) $35m+ in operational cash flow. I am not pinning my hopes on 1 well. I know this is fundamentally cheap, irrespective of schwing. That fact was confirmed by their US partners at the AGM. I would think they would have a fair grasp of the value of the US assets.
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