Some interesting points from STO ASX presentation release today "Asian Investor Presentation" that could also be positive for MOS.
Comments on East Aust Gas of prices and demand increasing and STO having extensive existing infrastructure (so do MOS).
Exxon-Mobil progressing pre-feed studies of LNG development.
Slide showing STO being undervalued based on EV/BOE of 2P reserves at 8.1 based on US$/2P reserves - MOS is more undervalued at around 6 on the same graph.
Bring on hurricane drilling.
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