Seamfiend,
It seems that Qld could have found another "media tart"
The announcements are coming thick & fast but lack the substance that I would have associate with the current pricing of BOW.
Don't get me wrong, I like the price up where it is & also the strength, but I am also worried that it cannot be sustained without real 3p/2p numbers.
That wont happen for a little while yet, but when that happens...... look out for the rocket flare that will be under BOW then.
On another subject, what do you make of AGK letting Lacerta & Polaris go.
BG will have to find another buyer or just absorb them into their portfolio?
I am worried that AGK did not see enough value in those permits to take up their option.
I also have always thought that the value in the old SHG was in it's Bowen Basin permits & that is about to be proven.
Time will tell on that one.
Enjoy the ride, its fun.
Salty
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