RE: PM, greyballs, Simosa.schlon31 Jan 2013 08:34
Morning Cheaps,
Cheers for your thoughts below on XEL, BLVN & that well known water company......interesting.
Out of the 3 scenario's my initial thought is that there is more % upside to BLVN in the very short term as XEL seem to be taking an age with their reserves update and CPR which will provide the first big boost to the SP. As you say, the poss AGR (correct?) partnership might give a little positive blip or are you expecting more.
With DES, this is all about the open data room right? Lets hope they manage to get a better farm out deal than Rockie achieved. Am I right in thinking you are keeping your core BLVN holding through all of this mate?
thanks for sharing
ATB
PM