yes tend to agree but one thing that makes me worry is that CVN are just starting out to develop and inflation and labour shortages may have a sig impact on the construction and timeline to prod, so it will not be plain sailing i suggest - great oil price but 2 years away with sig inflation means many hurdles yet to over come - it will need all their talent to make good to prod, and will they be able to get buyer and reduce to 10%?? 15%?? and what price paid will also be sig for sp - if mkt not happy with price then further deterioation in sp likely, but conversely if good price paid sp will re rate accordingly - i am accum under 20c but not rushing in that is for sure.
CVN Price at posting:
20.0¢ Sentiment: Buy Disclosure: Held
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