Hi guys
yeah bill Gruy , very entertaining.
Agree valuations are compelling particularly inlight of substantial exploration and development program upside
as i said the other day the ROI figures on the assets are commendable and they made a point of highlighting the payback times on these wells (being very short) at AGM.
Nice article in the Australian today (bus section)
I cant help but feel that this market is presenting us with a rare opportunity atm . Along with the buyback i reckon that in 6-12 months this is going to be a fairly tightly held company sitting on substantial assets and enjoying very robust cashflow.
OPEC cut production and seems determined to put a floor in at higher prices, POO will stabilise in a few months as investors get a clearer picture of the mess that the US has unleashed, IMO
Was thinking after the AGM, when things settle down i would like to see AMU team take that same presentation and presenters on a major roadshow in Oz and London /NewYork /Dubai / HongKong. Money well spent imo .Open some fresh eyes and deep pockets to this cracker little company.
I'll be sitting by a pool somewhere warm for the next 2 weeks so dont think me rude if i dont reply LOL
happy buying !
Hi guysyeah bill Gruy , very entertaining. Agree valuations are...
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