C4,
Congratulate him on that sell call when you next speak with him...
Then can you take a look at MQG 3 or 4 KAR Reports aftert the event and have a read of why they had a sell on it..
I posted on this before and cut and pasted extracts from them.
Ostensibly they stated that the 'Brwose was significantly lower than Management's guidance'
KAR compnay guidance stated at the time that they were very happy with progress etc ...YET MQG stated Browse was basically going nowhere!!
Browse Gas was not a compelling investment case.
So you know see them 'scrambling' as they are always now stating that Browse investment case is becoming compelling....'ken amazing the same structure, the same holes etc etc....that was no good a year or so ago is NOW COMPELLING....
No-one or certainly not me criticised his investment dcazse to sell at whatever price he did...
But just let Shaun know that the same case that was crapola all of a sudden is now compelling.....
I'd rather wipe my date with anything MQG says if that is ok with you C4
herald sun mcq, page-10
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