The sp has nothing to do with company performance, which has been nothing but exceptional. Oil is dead and gas is alive- fact. The sp is pegged to nothing but the uncertainty and not having a market that this board has has its hand in ironing out from JVs, ACCC, COAG, NGP, GMRG, fracking inquiry. Things have been further ironed out since SOA. Your Mcap comparisons are irrelevant given the dilution too. 20c vs 14.5c. I know what I’d take.
And still - if the GMRG don’t knock off at lease a couple bucks pipe costs then again CTP could be Worth zip! Hubbard’s was worried about this at the time of the SOA
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