Gas guru stays ahead of the game, page-6

Beach is an entirely different animal now, to what it was back in 2017, when decision was made to sell out of COE.
The acquisition of Lattice Energy assets has catapaulted Beach into another level.
I think beach has been surprised by the huge cash flow generated from that acquisition. it says it will be debt free in a very short time frame.

Beach has been stating it will give high priority to its Vic assets. the farm out to OG Energy I think is an indication of Beach's intent. It wants to drill Vic offshore.
The COE assets are totally synerginistic with beachs assets.
COE assets have current cash flow, imminent huge cash flow in Sole, and great dev't opporunities in Manta and further Casino H.
COE has Minerva plant with additional capacity.
It has good expl prospects all thru the Gippsland area. It is in Dombey with Beach. C/Basin assets would also be attractive to beach, and synergy there.
Also, don;t forget Longtom. Seven holding Ltom is stranded. Seven is biggest s/h in Beach. L/Tom needs to get gas into Orbost, but cannot agree a transport price with COE. So a t/o of COE by Beach would solve that problem
IMHO, COE as a target for Beach makes terrific sense.
Beach scrip is strong. COE scrip is lagging imho.
Beach could definately find the cash for a T/o, now that Lattice is bedded down.
I reckon - watch this space.