BPT 1.40% $1.45 beach energy limited

santos bets the wrong horse, page-8

  1. 21,408 Posts.
    lightbulb Created with Sketch. 2095
    And don't ignore ORIGIN, they can, and could very well, chew up all of us and spit us out. But, more likely one of THE majors.
    Still reckon that the shale play is too big for "small" players and until the market sees RESULTS and MUCH MUCH more than the $16 mill that BPT has put on the table, the market will not re-rate any of the three too soon.
    We are talking billions of potential income and multi millions of capex here, in probably a much "hotter" province than where billions are being put into in the US.
    And just look at home where Alcoa has put $100 million into TSV's leases in the Perth Basin and we have $16 million????
    Lots of majors will surely be sniffing us out as we speak.
 
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