CVN 3.13% 16.5¢ carnarvon energy limited

Ann: Investor Presentation, page-36

  1. 480 Posts.
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    agree the last CR was a Midas touch. only problem may be getting more instos to top up the pot next time as they are so far under water from last CR. I am happy to hold, I just know that if I did sell then something good would happen immediately, so I can't take the risk being out of CVN.
    Also just because a deal on Buffalo isn't a grand slam for CVN doesn't necessarily make it a bad deal, it just may be we need to temper our expectations and accept a smaller but still substantial profit on that.
 
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