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Here are some basins in "time zones that we can easily manage...

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eshmun

11,185 Posts.

2609

03/07/15

12:55

Post #: 15576378
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Originally posted by speculator101 ↑

My initial thought is it has to be Eshmun. The wording is strange in iteslf, why mention 'Australia Basin's', as there are very few Basin focused oilers (especially actual producers) in Australia as it is. BPT/DLS/SXY are basically it, except for perhaps BRU and then you just have tiny explorers all over the shop and buying a tiny explorer surely could not cause Brad to say, whatever, I'm gone. Now it does mention oversea's, but nearby, but then... there is no stock I can think of that fits the 'Basin' bill... umm... maybe CVN? But what in the heck would be the point of buying them? Maybe the Perth Basin? But they cannot buy AWE, too big.

I love how they mention the 'model'. Brad created the model. Anyway, all of the above is just my humble opinion, perhaps DLS has been looking further afield, but for the life of me I cannot understand why, especially when you see what BPT has been doing the past 12 months, bringing things home.

Interested to hear others thoughts? As for HZN - crazy idea, too much debt for DLS to take on with its convertible notes.

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Here are some basins in "time zones that we can easily manage from Australia"

DLS Price at posting: $1.07 Sentiment: None Disclosure: Not Held
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