Doesn't seem to beanything happening inside the company to force such a share price collapse. Rather, it looks like this macro oil glut being talked about is starting to weighheavily on prices. This is a cost of production story then. Let's hope AOK stacks up against other producers. If this trend is sustained, AOK may have to moderate development activities, cut its cloth a different way, slow expansion, extend timelines, none of which will be good for SP. Or who knows, maybe this is as bad as it gets?
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Whats with the sell off?, page-45
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