esg shareholders action group, page-52

MB,

what a boomer MEL is - on the back of ERM taking 6%

ERM said:

"The strategy is consistent with the broader ERM Power strategy of vertical integration"

That strategy used to be almost exclusive to ORG then AGK went that way

also TRU Energy with its involvement with proposed 20% ESG Narrabri JV share

ORG is looking to be wedged with competitors AGK, ERM and TRU all going vertical. They need the gas to compete in the power market.

Nervous might have to get the ORG LoveHeart out again

What is ORG thinking right now - That Ironbark will be big enough to keep the marauders away or that it needs a really big resource in NSW

Lets hope it is ESG and not MEL that ORG goes for

The clock is ticking and we need to see the opportunistic GK do the dance and show the arrogant DK that he can be beaten


Cheers