BOE 2.98% $3.46 boss energy ltd

I'm still sitting tight for a bit. I don't think it has to be an...

  1. 640 Posts.
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    I'm still sitting tight for a bit. I don't think it has to be an either or thing. Nothing wrong with mitigating some company specific risk by buying a little of both if you are bullish on the sector as a whole.

    Can only know with 100% certainty which is the outperformer in hindsight i feel. PDN is bigger and should be 'safer', but is also Africa so take what you will with that. BOE is a bit smaller so should have room to grow a bit more and is in Australia with directors selling stock and during a critical ramp up phase.

    I favour Paladin a little bit as while it is in Africa, its ramp up is a bit more de-risked in my mind. Plus it is larger and has some options i can use to help manage the position, which I cannot do with BOE.

    I dont think BOE is a bad play however, but am in a 'wait and see' towards it i think.

 
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