I think the Huntleys report adds a lot of confidence for ADI. It adds the confidence for brokers using the CYA principal, mum & dad investors and its probably put it on the watchlist of a few small funds. Very smart move. AUT ought to be paying for a broker coverage asap.
The acerage IMO is becoming very significant to the medium to long term, ie 2011 onwards. Longhorn and Ipenema are each day becoming more in the "play" given the surrounding leasing and confidential results. As you say hilcorp would not be in it if they where not, it was a seperate agreement and due dilligence prevailed.
On the graph overlay they have caught up AUT a lot this week, it shouldnt last based on the graph, and there are many traders jsut making a killing of the differential of the 3 AMI JVP's. So the difference will constantly get corrected IMO.
Whats your tip on Weston flows and time of announcment, plus Easley. Thered be a lot of fluid down there to clean up.
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