nope, we are on the same page. just pointing out a few bits in the NG2009 report that are pertinent for the future and those with a LT investment mindset, such as you and I.
As far as downside goes. how low will it go is anyones guess. I sincerely hope much lower for more entry points. Obviously we are in dangerous territory here as either cap raising rumours or potential takeover have the ST ability to smash us.
But I kind of consider the outcome as being a bit of an all in or all out scenario. The LNG opp is huge, and if missed will be a huge smash to Arrow.
you have to admit you are a little stropy sometimes though :)
$6.50 is looking like some pretty fair value for a TO.
SF
AOE Price at posting:
$3.32 Sentiment: Buy Disclosure: Held
