Thanks pecora and ille just add someone elses bit in.
This from Mike Hawkins ex GSJBW Partner and Chief Investment Offcer GSJBW - Same UBS and Now Evans And Partners CIO - MIGHT KNOW A LITTLE BIT ABOUT STOCKS
From the AFR
Why small fry should stay on the menu
PUBLISHED: 01 Dec 2012 00:30:15 | UPDATED: 01 Dec 2012 20:52:21
Beach Energy
The Cooper Basin oil and gas company is one of Evans & Partners top mid-cap picks for the year ahead due to its leverage to the potential boom in shale gas.
Beach has recently started drilling for the unconventional gas and Hawkins believes the company will enjoy significant upgrades to its gas reserves over the next few?years.
“This is on top of its conventional [oil and gas] business, which is doing quite nicely,” he says. He values Beach at around $1.80 a share and that is just on its conventional energy assets. This means investors are getting the shale gas business essentially for free.
Cheers
Thanks pecora and ille just add someone elses bit in. This from...
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