implications of bg move on origin, page-21

report from Bell Botter on the sector indicates that ESG is one of the cheapest plays in the sector based upon and 3P and Enterprise value.

Also noted a report from Wilsons suggesting the most recent result from Derwent drill should prove up at least 400PJ during the year.

Seem to have the best CSM team with senior Origin guys joining last year. I doubt they would sacrifice their reputation if they were not confident with what ESG had on offer.

More tha happy to hold on for the long term.

Hey Lindo, you were a strong supporter all the way through to higher prices than where we are currently before selling out.
The company if far more attarctive than last year when you sold, yet you now seem to be alot more hesitent. Any particular reason why the change of opiion?