It's a quant report so I don't think it's using consensus, more...

It's a quant report so I don't think it's using consensus, more likely some adjusted industry values and fin reports. Not hard to get to 15c using comps but I agree, the report is worth about as much as CommSec clients have to pay for it...

But similarly, it's ridiculous to use the 12 month (or longer) chart to take a punt at the value of this. Cost optimisation, oil price, GAS and Xandau should all now be factored in in a way they weren't 12 months ago. Similarly, the short-term liabilities are now in play when they weren't 12 months ago.

Very much looking forward to the next quarterly.