AFR today cites Credit Suisse analyst who says Cooper Basin and companies such as Senex gainers from Woodside decision on Browse, and from increased environmental activism in realation to CSG in Aust.
The implied reasoning in relation to the latter is that it is too late to stop the LNG Gladstone plants and that there are not the environmental concerns in relation to unconventional gas in the Cooper Basin.
Despite AQO not getting a share price boost on Friday, it must be still sitting pretty. If not, I don't have a clue why not.
Sold some of my SXY on Fri and reinvested the $ in AQO.
AQO Price at posting:
24.5¢ Sentiment: Buy Disclosure: Held
