I realise we have seen some of David Casey's presentation given in NY before however there is part of it that jumps out!! The maps on pages 3 and 5 are interesting and show how much of the Santos Petronas permits adjoin ESG's, the big surprise to me is how close AGL is to ESG's PEL 433. AGL's tenements run from Newcastle right up to part of Santos and in one area are quite close to ESG. Its not difficult to see dependent on the lateral results that AGL and or Santos will dominate the CSG market in NSW if they decide ESG is of interest. I'm betting they are both taking a very keen look at the way ESG is developing and this NY presentation confirms that ESG is moving ahead in a most professional way. Casey is making very confident predictions here and in the past couple of weeks, something is bubbling guys and its not just the dinner.
ESG Price at posting:
60.0¢ Sentiment: Buy Disclosure: Held
