The irony is that if se1 comes in it is actually good for wgo in a reserves perspective. ..?
I always was hesitant at stx valuation, but as walyering and other evidence has come in I adapted my view also fortunate enough to wait for the nsai reserves to crater the price which swayed me too. Really do think the Jv made an error there.
Getting back to the first point.... Is there some stx profit taking and a bit of switching to wgo going on?
I think wgo mgt will get relieved of duty one way or another by bpt.. Or even stx... Ep 469 anyway....
Fingers crossed. Just here to make money... Not be right or wrong.
Cheers tc
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