Ann: Becoming a substantial holder from SVW, page-3

Yes nordesmic, it has me curious. With this shareholding (and assumed Board position) combined with the new MD coming on and Don Voelte, together they would exert some interest on the future direction of Beach with the view to expand IMO. So I am gaining confidence in seeing Beach as the main acquirer in the CB. STO appear wounded, so IMO over the next 3 to 6 months we are likely to see BPT come with script offers, unless they can get their hands on more cash which is not so likely. COE is a strong maybe, but bigger fish like script for DLS or SXY offer Beach expanded reserves in the Cooper. My call is for BPT to make a move on DLS first. How they pay for it other than script is a puzzle.......then COE 2nd and SXY comes in 3rd, unless Seven is behind the large short positions in SXY, but I don't see how that helps them ???