CVN 5.88% 16.0¢ carnarvon energy limited

Ann: Corporate Presentation - Macquarie Mid-cap O, page-2

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  1. 13,981 Posts.
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    re: Ann: Corporate Presentation - Macquarie M... Well at least Warro got an inferred mention this time, as Perth Basin tight gas.

    I've previously referenced the 2.5% ORRI in Warro. What I forgot was that this is only applicable on about 40% of the asset, ie ORRI is only about 1% of Warro.

    Obviously my discussion of potential value to CVN was 150% too high.

    EL
 
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