has anyone spoke to peter or the office?, page-44

Unless they have some cards up their sleeves, an asset sale would make a great deal of sense IMO.


They don't have a capacity to do anything with their UK assets unless their market cap increases and that's only going to occur either on the back of a successful A-2 horizontal (for which they need further cash) or a pick-up in the shale sector.


So, where is it all going to come from?

NWE has pulled a rabbit out of the hat before. It was a long time ago and that was with this Bharat farm-out. If they can pull something like that off again, Peter will become a bit of a legend IMO.