Great post H.Just imagine you were in another sector. Any...

Great post H.

Just imagine you were in another sector. Any sector. And overnight, one piece a legislation changes EVERYTHING. It begins a process that will double or triple the amount of product that you can sell as the sector ramps up.

Imagine if the number of cars that were needed doubled or tripled in the next 5 years... Or groceries... Or whatever. Volumes and demand go up hugely. AND prices go up. Both the amount of product that you can sell, and the price at which you can sell it, goes up. A double win.

And imagine that you own a piece of the largest independent owner of this commodity, whose product was just about to become instantly more valuable ... not only that, there are very few other companies who own large amounts of this commodity. Demand high, and about to rise dramatically, supply low = HIGH STRATEGIC VALUE.

We at ESG just happen to be at exactly the right place and time in history. A 'tipping point'.

DC said some time ago, being in NSW rather than QLD will come to be seen as an advantage rather than a disadvantage. As the carbon tax becomes law, that will become very clear. This comes from a man who knows that there are domestic energy companies like Origin desperate to secure this resource. And they will have to fight off other multi-natonals who want the gas for export!

It is a perfect investment storm. Pure and simple.

Yaq