it will be great to see a bidding war between STO and AGL.
ESG makes sense for both of them. I always thought STO was the most likely given the proximity.
Then again, I wouldn't be surprised if STO made a play for AGL or vice versa.
$2 was always my target price on ESG. However, if there was some corporate action now, I think 80c-$1 maybe closer to the mark unless we get those reserve upgrades beforehand.
