SAE 3.45% 14.0¢ salinas energy limited

Hi DF,Without pulling out the figures, the value difference...

  1. 1,138 Posts.
    Hi DF,

    Without pulling out the figures, the value difference between INP and SAE is more to do with the reserves of INP being larger ( although still to actually prove a recovery rate etc). The SAE production is a workover that has become economic, but still undervalued with no premium on other SAE projects. INP has the potential of first production to reignite its SP, while SAE is a little bit more of same old, same old. So short term may be more excitement with INP. I hold both but more down on SAE.

    Cheers,
    Al

 
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