Hey Chef,
I think we both may be on the same play in Perth Basis, NWE? Loving the look of that.
Agree with your assessments re: Iran. I wrote a quick analysis a while back regarding Hormuz. Not sure if it was on PCL or FAR sides but a lot has changed since then. Still don't see Israel hitting Iran unless they can get over their long range refueling problems or there is a change in attitude from the Saudis (no friend of Iran, I admit).
Dont worry about thinking you were rude. No offense taken mate.
Cheers
Ann: FAR to sell Carnarvon Basin asset , page-24
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