Letter to shareholders yesterday, which I assume many of you got..?, said the liner should be in within 24 hours, so if their form is anything to go by, I expect an announcement re this soon.
Drilling successfully should have been meaningful to COS. Liner should be meaningful for COS.
As these things are ticked off, the COS x value of asset makes the per share $ look very meaningful but, so far, no real re-rating of the sp. Maybe it will come through soon, but in the meantime it looks more and more like an interesting risk / return consideration for an investor. Just my thoughts.
Letter to shareholders yesterday, which I assume many of you...
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