Interesting read in the weekend papers regarding OSH and UBS and the whole collar arrangement with the PNG government. Start adding up who advises who and what they may have known that the market wasn't fully aware of and you can see that OSH is not in a bad position and did the right thing so far IMO.
OSH is rivers of gold on any uptick in gas price to long term hold funds but it really needs that gas price to have some upside otherwise it will be a slow burn and things might get uneasy in PNG politics.
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