re: Ann: GRK: Lawford 1 in Canning hydrocarbo... Hi Anatol,I...

re: Ann: GRK: Lawford 1 in Canning hydrocarbo... Hi Anatol,

I think you misunderstood me.

By LT I mean it could take maybe several years to realise full value. I know that there is Lawford and Merlinleigh which could really surprise us next few months. But I see the Conoco farm in as where the benefit could be in multiples of 10s!
I won't be selling after Lawford or Merlinleigh - I am in this to see what Goldwyer comes up with and this could be 1 to 2 years away at least. As I have said, plenty of shale gas action elsewhere will flow through to NSE - positively. I already have a tonne of NSE - I am happy to buy a lot more in the 20s right now in the current global mess but it won't fuzz me if I didnt buy anymore in the 30s right now. And, it also won't stop me buying in the 40s and 50s as NSE gets more traction with Lawford and Merlinleigh. I also will have ammunition for further cash calls.

AS for Beach - you may have noted that I have posted there several times this week. In $ terms I am a much much bigger holder of BPT - for liquidity/downside risk reasons. Obviously the return expectations lower than NSE.

Cheers, GB