TPD 0.00% 21.0¢ talon energy ltd

Ann: STX: Walyering gas field commences production, page-77

  1. 758 Posts.
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    Within parameters I do not disagree.

    But you could just simply buy STX and sell TPD or something else if you just see STX as such a great or better investment.

    At the right price my vote will be yes otherwise I see TPD doing better (as a stand alone) than STX moving forward.

    The reason why I have not at this point sold TPD and bought STX is we get to watch. If STX share price goes up great If STX stays flat, then my view TPD as a stand alone is better and my vote will be no.

    At this point I am not impressed. We are now in production, about to earn $35mil a year and our share price is 19c when we otherwise (in my view) would be around 22c or 23c. The reason is we are now coupled with STX and STX share price is depressed.

    This needs to improve or I hope No wins.

    Each have our own views.
 
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