BRU 2.50% 7.8¢ buru energy limited

Ann: Corporate Presentation , page-27

  1. 2,142 Posts.
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    i'm aware of your points but this will take some years to bring to fruition.only a take-over will allow a prompt & substantial price hike to $6 and beyond.a farm-in is next best catalyst.
    you don't seem to know mitsubishi's mkt cap-look it up & prepare urself for a shock.its not that big.a 20% drop in the yen can't help.
    occam -i love ur work but think this reality check is more than just shorters.this is a sustained drop which follows the JPP decision,a drop i predicted prior to the decision but did not act upon.
    i'm sure barnett sees the canning as huge & it made so much sense to have a hub @ JPP.but that is now gone.wpl is not much of a good corporate citizen for WA.
    really what is the scaled down suggestion-it sounds ridiculous.if a large lng plant won't work how can a smaller one.its a titbit throw out as a face saver for barnett.
    only a big congas/ further oil find by bru will alter the economics & maybe spike wpl's or even bhp's interest
 
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