some casual observations
- CVN may have played a blinder time wise with oil/ gas prices heading north big time
- brokers were valuing Dorado at 40c 2 odd years ago. this now has to be more as we get closer to first oil
- 3 spuds upcoming. will potential suitors be prepared to wait for these knowing CVN discount will evaporate if some even 1 of these comes in positive?
- ASX200 entry could happen if we continue this nice trajectory. hello vanguard, blackrock and various active managers who rarely look outside ASX200 because of lower liquidity etc.
it's all blue sky at this stage.
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