i don't see how "analysts" can continue to scream glut when there is a huge land grab taking place for gas resources.
It's 5 big oil companies competing for gas in QLD, who have real demands from customers, versus analysts who sit in their cubicle taking assumptions from ex-tabloid journalists.
Listen to analysts at your own risk, just remember, if they were confident in their recommendations, they wouldn't be working for someone else! One of my favourite Buffett quotes is "Wall Street is the only place that people ride to in a Rolls Royce to get advice from those who take the subway"
AOE Price at posting:
$5.20 Sentiment: LT Buy Disclosure: Held