no probs. i don't normally give research reports much weight but i really agree with the pandora valuations here. i think all the acreage is good (although early stage) but pandora alone makes this a 4 bagger. wonder if i'll ever get the rest of my stake at the 12c range? guess they'll have to raise capital at some point soon..
i like their exposure to kina's upside. i mean if kpl make a good find on one of the oil search farmins, they have 30% so could really move. i hope cott dont have to sell the kina shares to raise cash but its a nice bit of flexibility all the same
BDM Price at posting:
15.5¢ Sentiment: Buy Disclosure: Held
