STX 12.0% 28.0¢ strike energy limited

I note in most threads the reference to Ginas investment and how...

  1. 72 Posts.
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    I note in most threads the reference to Ginas investment and how this will pan out, and what future control and ownership could really look like . I believe the likes of Woodside and Santos would be absolute predators to WGO / STX . Scarborough delays for Woodside , and a big court loss for Santos leaves both organizations looking for infill investments for there future growth and expansion , and all other Perth Basin companies could be in the mix for a take over . Then you have Kosh who want to expand there global fertilizer supply postition , if for example, a Woodside pounced then one could assume they would want all Perth Basin gas for LNG and the opportunity for a cheap plant /gas for urea is then gone, so could they be a player ?? . I think other big players like Wesfarmers , Mitsui , Min , Chevron and BP would all be eyeing off the Perth Basin assets , then I believe we would simply see who wants the gas and business the most . so much more to be played out in this region in my opinion . But the more progress STX makes eg , cash flow by March , Kosh go binding , STX down sell a 40% share of Haber , we achieve 50% of WGO the combined gas value 2p2c for 75% of WE , the more a predator will need to pay , I see a $ 1.00 value minimum if these 4 targets are achieved in the next 6 months .
 
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