My view.
CVN has had a huge run, more to come but much higher country risk.
MPO CBM is boring but safe investment if you can get the gas to flow, not normally a huge bagger from exploration success, a slow steady earner.
INP has had a huge exploration success, size of discovery is under-rated by ASX. Extreme take over target. No country risk.
In conclusion and talking my own book maybe.
So I would buy INP, sell some CVN, sell all MPO and buy OEL for more offshore high risk exploration exposure, eg OTTO Argentina landholding looks really interesting.
I hope that helps.
cheers
PC43
I also own ARQ and BKP for a bit of fun.
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