CVN 3.33% 15.5¢ carnarvon energy limited

Ann: Santos Acquires Quadrant Energy, page-60

  1. 352 Posts.
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    I know you guys love this company but its basic math...Unless the rest of the Quadrant assets are worthless and they paid thew entire 2.15b to acquire just Dorado then CVN is not worth 36c...its actually worth close to halve that amount....its not often you get such a clean read through value on these types of assets so take notice.
 
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