CVN 2.50% 19.5¢ carnarvon energy limited

buy the rumour, page-27

  1. 13,963 Posts.
    lightbulb Created with Sketch. 1047
    SCD,

    LOL, you'd want a truck load of salt with hc experts!

    No, you just need to use quite a bit of judgement wrt broker reports, eg they all seem to have CVN's prdn a little high, mostly the poo fell below whatever they said, and they all seem to underestimate taxes (based on the AR info). I think many of them have some very worthwhile analysis and commentary, but guessing cash position? esp with the lumpiness of SRB payments?

    EL
 
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