Mr markat awaits validation of story to play out i guess. we dont have farmin. We dont have estimates. we dont have drill date. No material update. If our story plays out as we anticipate, we have lots to look forward to. Hoping Woodside too can do a Galp and pre drill estimate barrels. if we do have a 40 b target, i would expect rerate to at least 10% which is upward of 20 cents prior to drill. noting also that Galps valuation for 40% is expected to exceed the 20 bill $$$ x .4 to better support our valuation. Same with Custos @10% Would be interesting to know if Woodside have submitted an offer in writing. if they have not, its a strong indication imo that our 3D is looking evem sexier
I.e why pay big bucks for an elephant when you have a whale my thoughts ofc
PCL Price at posting:
2.2¢ Sentiment: Buy Disclosure: Held
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