Australia oils conferences: Much food for investor thought Down Under
On the coattails of our Onshore down under report, we recently attended two major Australian E&P sector conferences. The first event, DUG Australia, delivered a dose of cautionary top-down reality from those from North America who have done it all before. The second event, Good Oil, provided a strong offset by reminding of the sheer scale of the opportunity set on offer to investors in Australia. The two events served strong support for the overarching conclusion we reached in Onshore down under: careful E&P stock selection in Australia is critical.
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