well how nice of JP to finally pitch in h. many thanks for the post.
My price target for ESG since early last year has been in the $1.50-1.80 range. I think it needs to be revised upwards in light of the recent moves on policy and resource expansion.
but thats not the only way to value ESG. We could also crunch some numbers on Santos' behalf, which is of course how THEY will be doing it if #3 is alive
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What is fascinating about the JP report is, ITS ALL OLD NEWS :)
You would think they have been reading yaqs posts or something? Wouldnt be the first time a blogger..sorry broker..copied something :) But seriously, how many options are there, its not like there is really any space for error (imo) given the likely and certain number of scenarios!
GLNG#3 where are you....coming perhaps Carbon Pricing where are you...coming more than likely DOMGAS export linked pricing...defintely on the way Wazza where are you...on the way...to jail.
SF
ESG Price at posting:
64.5¢ Sentiment: Buy Disclosure: Held
