Ajq have the right commodity at the right time in the gas assets and contractual agreements. The Management have achieved this in good time with a limited budget through IMO, a greatly reduced purchase price of Kincora. But, as you say LP, ongoing costs will determine how successful AJQ become, with a different style of Managing now required. So far, so good. GLTA.
AJQ Price at posting:
8.1¢ Sentiment: Buy Disclosure: Held