CVN 2.50% 20.5¢ carnarvon energy limited

Here is how this will play out, page-157

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    Was listening to a podcast yesterday and there was an ad for a new superannuation fund that stated they did not invest in fossil fuels. There are also a number of "socially aware" super options available from industry funds. Super funds are a major source of investors so this will be a drag on demand for CVN. So for me value in CVN may need to come more from the flood of dividends in mid 2020s. Patience required.
 
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