CVN 2.56% 20.0¢ carnarvon energy limited

Ann: Partial Bedout Divestment, page-65

  1. 2ic
    5,846 Posts.
    lightbulb Created with Sketch. 4839
    Yep, fallen off their radar and/or playing it close to their chest. I expec ted an update from at least one of these analysts on a website I subscribe to by this morning but nothing yet. A wide difference of valuations, though both are clear the delays and uncertainty about getting to FID were a major disappointment. In that respect, yesterdays announcement didn't change things but surely it has some valuation impact (for better or worse). I'll let you know if something is updated.

    https://hotcopper.com.au/data/attachments/5075/5075760-bda5a63a0b3dac3b70a327f6fde7a3f1.jpg

 
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