re: marcol OPL's presentation today says the shallow SELH area is maybe worth $A105m to them. NEO has the other 50% of that, so it must be the same value to NEO.
The SELH deeps are worth $150m to OPL, (speculative, they admit) which equates to around $90m for NEO.
Almost $200m for NEO if it's there!
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what gives?, page-18
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