Well PLS went up some 75% from PFS to DFS.
AJM went up from a $71m MC when their PFS was released to $230 in four months on the back of two off takes.
BGS don't have off takes yet but are entertaining big players by the sound of it, very similar OPEX and cheaper CAPEX.
Can't see why a re-rate isn't possible in the same time frame
Not today pls., page-13
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