Hold both BPT and MEO, but would say that MEO have Artemis as major trump card; as hard as I find it to defend BPT at present, they have a diversified portfolio including Cooper Basin with contingent gas resource of 1½ Tcf.
This is not to be sneezed at and I believe is not recognised - just as SP did not recognise CSG for its full value, nor its proceeds.
There's untapped value in this portfolio - management just have to get it a) recognised and b) convert it to value.
If you are looking for parallels versus MEO, why not compare CVN? CVN didn't deserve its run reversal and now seems to have bottomed out. Talking oil not gas, I think (hope) both BPT and CVN are about to run.
meo overtake bpt tomorrow, page-16
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Last
$1.54 |
Change
0.015(0.99%) |
Mkt cap ! $3.501B | |||
| Open | High | Low | Value | Volume |
| $1.51 | $1.55 | $1.50 | $10.73M | 7.023M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 25391 | $1.53 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.54 | 39714 | 3 |
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| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| BPT (ASX) Chart |