Re: WHE Stream Log - Headline figure of A$4.04M is...

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13:53 24/02/2014

Headline figure of A$4.04M is pitiful - but if in theory it is -- then the Linc shares should benefit. They took on weakness on the news as well. Clearly they are better positioned to mature the asset given their space - so both shares being weak into the news doesn't add up. I think the market is under-estimating the sum change. That said, WHE shareholders still may have gotten a bit of the shaft on price and must live with the performance of Linc - a complex bet of another sort. Interesting. I'm holding for now and researching, but feel cautiously optimistic this could be a good thing.

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