theyll be focused on the US i expect. to move the dial on BHP it needs massive projects + synergy of cost out with shared people and infrastructure
the only thing in Australia that would make sense for BHP energy wise would be STO or OSH because of the sunk capex but Im not sure they want this market
eps with AWE derisked via cash in bank its not as cheap as others and has a higher ratio of its market cap based on exploration potential +2p - as opposed to actual cashflows
AWE Price at posting:
66.0¢ Sentiment: Hold Disclosure: Held
