sxy buy recomm in shs, page-23

With all the good news around for Cooper basin stocks, I think our domino will have to fall (the right way) soon. I have been hanging in with this stock too long to not be there when the upside happens. So I will not sell.


Tino has skin in the game, and I think he paid full price for his shares. Macquarie is still there holding stock as principal. Mac are too astute (being polite) to hang on to a stock for which they cannot confidently predict a good return.

Apart from all the good things going for this stock/lease/region, the important thing for me is no conviction selling by large holders.

Frustrating as all hell, but we will have our day.