you beat me to it.
we have STO targeted by Chinese Harbor group.
we have AWE now taken by Mitsui (51% and Unconditional)
we have Senex SP at 52 wk highs, and rising.
COE is about to drill 2 Sole wells.
Once drilled, and gas flows confirmed - just how attractive will COE be???
COE register is totally dominated by Instos type s/h. well over 80%.
register is pretty much wide open.
plenty of expl upside - manta, C/h etc.
funding in place
offtakes in place.
SP looks undervalued.
also good mgt in place.
farmout a cert once Sole drilled and derisked.
so any T/O I reckon might come before a farmout. a predator would want 100% I reckon.
Santos out of picture, because Harbor would insist on no major acquisitions I would guess?
you beat me to it. we have STO targeted by Chinese Harbor group....
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