Realistic post BBP. I am not sure what people are expecting but when a 3O million company suddenly ends up with a potential 30 million free carry, on only a part of their portfolio, thats going to be news to the broader market.
I've taken a position for the short medium and long term in this stock.
If they even look like they have found something like sfr then a $1.00 plus is on the cards.
But in the interim you have to consider the weghting of Panoramic and warrego.
Realistic post BBP. I am not sure what people are expecting but...
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