Archives: Questions And Answers

Hi James,

Hi,

Thanks for the insightful commentary. I am impressed you are sufficiently rational and independent of herd mentality to recognise that fossil fuels, whether we like it or not, will have to be around for a lot longer than people think.

With the movement in share prices today between PPT and PDL, does that make the takeover offer more attractive to PDL shareholders?

Checking in on MM thoughts on Blackstone Minerals (BSX) last time you mentioned BSX you thought they had an interesting future if they execute well. Are you aware of any further developments to indicate that they are on track and executing to plan?

Can I please have your views on the update and whether you consider GPT a “Buy” at current levels or if your ideal entry point still sits below $4.00? You have previously mentioned a $3.90 entry and a $3.80-$3.90 range.

Hi James and Team,

Hi guys,

At what price would you consider tapering down with a part sale of a Woodside holding?

I would like your advice about the SPP share offer by NIB for up to $30000.