PES pepper residential securities trust no. 21

nice finish, page-2

  1. 1,189 Posts.
    Yep nice bounce and still a juicy arbitrage on offer if you believe AOE is a viable investment.

    I wonder what will happen when AOE announce the second 200 million plus tranche has arrived from Shell?

    Have seen references to a Qld LNG conference in march and its an AOE , LNG ltd roadshow by the looks ,indicating to me that the current downturn/doom and gloom pessimism is not going to halt the plans for the LNG train. When that gets announced I reckon fast runner pes still has some steep stuff to climb before disappearing into AOE.

    DYOR
 
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