EL,
I guess my already stated opinion on AOE is that it is entirely possible that they could seek to offer an all scrip adsorption of BOW. This wouldnt happen until 2P arrive, and wont happen until next FY to help with my CGT (I hope). Maybe most likely after a FID at this rate.
Anyway, that is not the only outcome, just a hypothesis for near term value.
Certainly happy with the giddyup attitude from both BOW and AOE. Something bigger has to be ocurring in the backdrop I would suspect.
Cheers,
SF
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