Will make for a great book some day, or maybe an updated edition of The Frackers. Who will play the Aubrey Mcclendon role for EEG!!?
I note Alex underwood said in his Sydney Mining Club address that when he went to see Matt Canavan in Canberra he took a copy of The Frackers to give him and the first thing Matt said to him was "Ive just read this book The Frackers.." so Alex must have got to keep that copy to give to someone who hadn't read it yet!
The parallels are undeniable now, its just proving it up and I think we have the right Board commercially to win at playing the poker hand correctly with partners and capital and infrastructure then enjoying the value uplift from a tight register.
I think this PT will prove deeply conservative and we will see something more like my target of $44
EEG Price at posting:
48.0¢ Sentiment: Hold Disclosure: Held
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