Hi Folks,
Santos just out with their reserves update, so everyone on the same footing now.
AOE 2P 3690 PJ STO 3748 net
AOE 3P 5781 PJ STO 6268 (4936 in QLD) net
Arrow trading on just under a quarter of STO's mc. I'd say much more than a quarter of STO's mc is attributable to it's csg interests, which are of similiar size to Arrows.
Discl: I hold some STO, much more BOW and AOE.
EL
