well talk about backing the wrong horse initially, i was lucky to diversify into bow following take over approach into ESG.
as opposed to rolling over like ESG's board I think BOW has lots going on.
they could announce:
1) reserve upgrade
2) offtake agreement
then after these they could argue a higher price from shell - they may endorse it, knowing that someone like BG could come in with their swinging cheque book.
anyway i think we shall get a good result - if i had to pick a number it would be $2 or beyond.
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well talk about backing the wrong horse initially, i was lucky...
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