BDM 0.00% 10.0¢ burgundy diamond mines limited

Repsol, OSH, IOC & Gulf LNG, page-2

  1. 1,841 Posts.
    lightbulb Created with Sketch. 8
    good thoughts, thanks. On reading the KPL qtrly today, i picked up their comments on the Talisman takeover and how companies would be well-placed to pick up that 25% and operatorship. So another scenario could be KPL, with PIE cash, could end up 50% and operator, and work closely with their old buddies CMT to get the thing going...

    i like your OSH idea better though. At least there is enough gas in a Gulf LNG hub. The distance to Pasca and Flinders is well noted.

    I felt very positive about both KPL and CMT today. I could see KPL taking out CMT, but i'd prefer other transactions that see CMT stay in the action and re rated accordingly. Can't beat the capital structure!
 
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