VH
Just listened to Confernce call . You are correct they do not break up gas and liquids . You could if you can be bothered work out an estimate by working and the reduction in realised gas price vs reduction in oil Price - given they state dry gas price has been steady and reduction in gas price due to falling liquids price
Listened to CC call- DLS do seem to have positioned themselves a lot better than their peers . Would make a lot of sense for a BPT TO or merger , but I am sure DLS investors see that DLS has better value than BPT at present at a merger would not be desired without at least a 35-45% premium . Would need to see something like 1.25 BPT shares for every DLS share
DLS Price at posting:
52.0¢ Sentiment: Buy Disclosure: Held