RE: radio 4 yesterday10 Sep 2016 19:38
it is a good link but just to be a bit provocative....
1. we know there is clear link between SP and POO
2. We now have a SP of just under 1970 with a POO just below $50
3. in 2014 when POO was >$110, the SP was around 2400...
No wonder so many brokers see an upside of >30% to the cure SP....
So despite the low POO, this company did ok; imagine what will happen when the POO goes up again!