Agree with your points El.
I have said enough re this raising, I am still a believer in what management are trying to achieve but wouldn't add anymore either at this stage with the exception of the SP retreating to a point where the risk/reward was more tempting probably sub 1.05 in my case.
Easier stories to read and invest in as you say.
BOW is hopefully building a very strategic long term resource however it may ultimately require patience to monetise.
What's your thoughts on the chances of some late consolidation occuring between the major projects? I would of expected 4 to at least become 3, but I guess it depends on competing agendas.
I am a strong believer in Queensland CSG/LNG long term, certainly in a regional environment where Malaysian and Indonesian LNG export becomes constrained past early 2020's.
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Agree with your points El.I have said enough re this raising, I...
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