implications of bg move on origin, page-24

Yes, it cannot be all that bad when I have it from a very good source (unrelated to ESG) that QGC were showing more than a passing interest in ESG. So, obviously there is a view that they are sitting on something very exciting.

Also, let's not forget that they were chosen by SAPEX as the preferred partner to develope their potentially enormous resource. I understand there were plenty of parties interested in a farm-in. So, just goes to show how highly regarded the team ESG has put together is.

In addition, you need to have some confidence in the way management has systematically put all this in place over the past 18 months in particular.

The stock was 70c in the past, and now it is a far more compelling company, and trading at 50c. This may just be the start of it all. Obviously as risk just like any stock, however, the % of success continues to increase dramatically.


Good luck to all holders.