The UBS Forum on the Business Channel today was interesting.
David Knox from Santos was very articulate as was the rest of the panel with the exception of the moderator, who was nervous and didn't know much about the industry.
She referred to fraccing as "explosive" before Grant King from Origin corrected her. The point was made clearly by the panel that the fraccing issues were mostly associated with shale gas in the USA some years back.
DK answered most questions directly except for the one about the potential for further consolidation in the industry preferring to rattle on about the industry practice of working with partners. Unfortunately he didn't have Tourettes episode with the words "takeover" and "ESG". Maybe next time.
ESG Price at posting:
78.0¢ Sentiment: Buy Disclosure: Held
