RE: Paid sub29 Apr 2022 14:54
“ According to my analysis of the competitive landscape in the basin, I believe first mover Falcon Oil & Gas provides the most advantageous exposure to Beetaloo for those who favor small-cap, pure-play ideas for the outsized upside potential; for those averse to small-cap volatility, Origin Energy can be chosen for a decent exposure to the emerging shale gas play.”