Just following on from the MIN slides.
I decided to sit down and watch AGM on YouTube to see if and when NWE or LD1 were mentioned. I did skip thru the resolutions part of the video.
Here are my dot points
Chris commented that "We found gas, we found a lot of gas"
They hope to eliminate use of diesel in 5 to 7 years
At 55:42 - Chris mentions NWE as the JV partner in Gas/Perth Basin
At 1:08:00 - Chris mentions it'll be 4 to 6 months to find out exactly what is down there, but primarily results from our 3rd party experts looks "exceptionally good". We want to get that into production, but CE and SR have different points of views on the timing when they will get that done, but Shelley reminds Chris that Gas is different to Iron Ore
No questions about LD1 or Perth Basin from QnA time
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My takeaway is CE is bullish and doesn't want any delays with getting the gas into production
Next 6 months I want to see:
Seismics get approved
A huge flame in the flare pit and High case number to be smashed.
Then the results of the Seismics come back confirming we are in the sweet spot of the PB with multiple leads
GLTA
