MEO 0.00% 0.0¢ meo australia limited

how high with woodside as the jv?, page-3

  1. 9,901 Posts.
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    Anything could happen so i wont make any predictions on a specific amount. One thing i will comment on is the numerous calls from non holders that a jv partner is already factored into the SP. Now if you have done your research its pretty clear what the SP would be,fundamentally, based on a risked value. So with a positive ann. SP should be somewhere north of this depending on what amount of derisked value the market is willing to factor in. As a longterm holder i am only looking at Artemis as being a launchpad to a much bigger picture - thus only making up part of the potential SP. So the sentiment that a jv partner has already been factored in is a tad naive IMHO. Yes Artemis is the current focus but based on recent announcements and direction of the company surely other projects should be factored in also. Only a matter of time........:)
 
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