(357) 9 Fund Managers BIGGEST 2024 Predictions - YouTubeGuys, a short but impactful discussion here at 31:00 min with Sam Berridge from Perennial, a Portfolio manager in the resources space. I rate his views highly in the Aussie energy space. 3 key points worth mentioning
1. Deals are being written at $15/GJ+ and broker analysts are still using metrics of $11.50 into perpetuity in their modelling
2. East Coast Gas market is so bad that supply could run out and gas will need to be imported
3. There will be corporate action in the East Coast gas space next year
(20min delay)