Now that I have finished buying (a lot earlier than expected) I dont so much care about what I can post. Earlier in 2013 I attended a conference. I was surprised NEN did not release to the ASX, nor post on their website. Perhaps they did and I just missed it.
This is MANDATORY listening. However if we focus first and foremost on B105 you should listen from 9:29 AND take careful note at 11:20 onwards. Then go back and listen to the entire presentation.
After NEN came into possession of the IHS information on DF 13-2 the composition and deliverability risks were effectively mitigated (later on the 2013).
And some said I went too early :)
NEN Price at posting:
31.5¢ Sentiment: Buy Disclosure: Held