apparently because of higher gas to oil ratio(than expected) oil prod originally planned at 25 currently 16 will only get to 20 short term.
Hence in part the gas contract.
seems like blown out of proportion when considered in the light of day. mkt may focus more on the 2 yr 30,000bopd figure.
aza therefore cheap at current. Should nxs run then aza even cheaper.
someone cyncally suggested nxs do a reverse TO of aza.
Cute how much selling went thru well b4 the announcement.
has already been rotation/switching into nxs now likely to continue ahead of crux/longtom/echuca
my opinion only.
AZA
anzon australia limited
