Nursery - If I can ask which one to you favour and why or is it an arbitrage of sorts? or do you believe one has better fundamental value over the other in the medium to long term (PS I have been following your posts)
DB - My understanding was that Hilcorp have only committed to 3 wells in ADI acerage. so I'm really talking beyond that arrangment. If they then move to AUT exclusive acerage what does ADI do in the interim. ADI are not operators so we either wait or fund overselves and find another operator.
I'm in this for the longer term so keen to hear from others how this may play out over the next 12 mnths & beyond.
ADI Price at posting:
29.0¢ Sentiment: Hold Disclosure: Held