CVN 3.13% 16.5¢ carnarvon energy limited

What could happen next, page-47

  1. 1,226 Posts.
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    Looks like my CVN shares are now in the bottom drawer for quite a while now. Can't blame Gallagher for his focus on STO's huge CAPEX pipeline and competition for FCF. As Justcroozin said Gallagher doesn't give a toss about CVN and CPC. He'll do things as he thinks fit when he thinks fit. STO are looking to expand production significantly by 2030 even without Dorado so why should he care about CVN? I'm a great fan of him and believe STO is a steal at current prices. I topped up recently. I just can't bring myself to sell CVN given how long I've held them. Not a great business decision but I'm too emotionally invested. Will top up again if they fall into mid teens. Just have to see what rabbits Nero etc can pull out of the hat. I'm not sure they can do anything fantastic and that's a concern.
 
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