Noel and crew certainly aren't good at delivery to date.
Picking up their WA permit was a game changer for them, its a very very valuable asset now post Dorado.
I agree with you to a point re BPT drill targets. Theres no getting away from them being small targets though. The T49P permit has very large scale targets with reasonable COS and easy backfill options to the Vic coast and market. Am amazed they can't get a deal though especially considering the gas shortage and high gas prices.
TDO Price at posting:
8.0¢ Sentiment: Hold Disclosure: Held
