RE: BOR/RKH4 Jan 2018 15:04
not the place to debate the merits (or lack) rkh/ pmo, but i will just come back to one point i made earlier relavent to bor
that is the asset is condi not oil (in the normal industry jargon)..i looked long and hard some 2 years back for condi lead examples in new basins..could not find even one! i am not anti condi (indeed worked on the first major condi development in west africa many years ago)..the point i am making is it is a risk that perhaps oily types understand, and is not readily apparent to most.
anyway good luck here.. i have held in the past and done OK as a trade.