Yagona has spun a good yarn, all very plausible, but it ignores the inconvenient truths:
Woodside was once a minnow, was quite small in the LNG stakes by equity just a few years ago, STO looks set to potentially also grow significant, as does AOE, ORG was nothing 7 or 8 years ago.
It's true that attrition is high in the middle of the growth curve, but often that's a function of the strength or not of the management team. But hey I wouldn't want to stand in the way of a good yarn.
EL
ESG Price at posting:
75.0¢ Sentiment: None Disclosure: Not Held
