STX 7.50% 21.5¢ strike energy limited

Analyst Update, page-299

  1. 394 Posts.
    lightbulb Created with Sketch. 247
    You would be buying more BPT headaches than value...........

    - Dwindling reserves
    - Mitsui becomes a partner to deal with
    - Waitsia 2 massive blowout cost/ / problems - although its Ellison's lucky number - 250tj/d (only get 50% of it)
    - Stoke games...........
    - Probably a demoralised workforce.


    Verus STX - clean as.
 
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