Survival of the Fittest, page-41

How POO impacts on all Australian or more specifically, Queensland & SA, O&G producers is the question for coy's like SXY. SXY seems to be valued for the worst, thinking capex will be cut with POO at sub$50 levels for a long time. Will SXY's SP spurt on the upside cos the risk is lack of capex & halted projects for many years to come? Tap once turned off Cooper basin projects (including the effects of flooding etc) is not easily turned back on again. Utilities bills at a retail level will be horrendous, gas shortages will move everyone into electric & cost of oil will eventually be oligopolistic in favour of the retailers all IMHO but pls DYOR. Does it not make a coy like ORG with deep pockets & easy finance due to the utilities % in its portfolio look around gas providers at cheap levels & on an opportunistic basis? Given SXY has cash, real estate & is oversold (therefore under-capitalised, does it not make SXY (& perhaps others such as DLS & STX) TO targets while the POO is still low & producers' SPs are undervalued?