I agree with your comments - this is a great opportunity - most of the broking reports I have seen, value the company around the $1 mark even without the pipeline. The compay is also making good noises about the cost synergies they are starting to identify following the merger which don't appear to have been factored in to the price yet, and there is Santos sniffing around in the background.
I'm out of Woodside and into this at 82 - don't see much downside but plenty of potential.
OSH Price at posting:
0.0¢ Sentiment: None Disclosure: Held