Hi Sandy
I've been having a good look around for exposure to New Guinea assets and came across Cott and Kina. I have been a NGE shareholder for what seems like far toooo long :)
Completely disgusted with the lack of progress and general management inertia !
One thing i really liked about Cott is its diversity, in particular its NorWest Shelf permits and the possibility of a big lift should nearby Palta#1 well come in. Seems to have been a hold up here ? Also a drill opportunity soon at Chamois oilfield.
I like the NG exposure but see the possibility of a decent lift should they have some success with the NWS assets in the near term.
Stock seems tightly held, that ticks another box for me.
Interested in any comments from yourself or other shareholders
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