RE: Buy & sell call17 Mar 2019 12:43
I'm thinking maybe a more conservative 20p on JDA but who knows... sentiment suddenly appears very strong.
Sorry to hear about UEN balman, they going to come back at some point ? ... TXP hasn't moved yet and has to at some point soon bar oil price total collapse (something they know how to survive and have worked through in the past) ... production alone just way exceeded expectations and will grow along with the SP. The first of the Ortoire exploration drills is funded, on for June and is contingent (so its there having been discovered by Shell back when they didn't want gas) with a 95% chance of commerciality ... that first drill alone could double production in one go. I've been adding down here, my av now around 12.4.
Happy to hear any downside point of view as I'm struggling to find a better risk v reward atm.... with a bias towards not wanting to lose anything.