CVN 0.00% 17.0¢ carnarvon energy limited

why jana is wrong, page-4

  1. 1,039 Posts.
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    Glenn , good points and well argued, I agree wholeheartedly with your argument. In my opinion jana is taking a bigger risk, as although I also see a lot more weakness in the US market the opportunity risk on selling CVN is greater by my reckoning. Oil is highly in demand and CVN are on track in proving up a substantial field. He is betting on market movements and we are betting on enterprise developments. Let's see how events roll out. Good luck.
 
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