ORG may well be exiting the Cooper, but its deeps JV with SXY leaves a carrot ($50M still to spend) that may well see it follow Credite Suisse number crunching that suggested T/O would make some sense...I don't care who it is and not to fussed if its not anyone. POO goes higher in the longer term and SXY is well positioned to move higher, sooner rather than later, especially if the shorters start scrambling
Ann: Senex FY 16 Half Year Results Presentation, page-78
-
- There are more pages in this discussion • 32 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)