CVN 3.03% 16.0¢ carnarvon energy limited

I think the original strategy was “disciplined patience” and...

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  1. 13,988 Posts.
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    I think the original strategy was “disciplined patience” and perhaps the refined strategy is now “less” disciplined patience?

    Have to wait for STO, but AC did set us up to be ready with CRs and a disciplined reduction in Dorado and focus on the key assets. Perhaps he could have been more disciplined with reducing the overheads while we wait.

    Unlike with the AC regime, I have no expectation of the Rusty regime adding any real long term value. Maybe we should vote him out at the AGM???
 
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