How Good are CVN's Prospects, page-102

Occam,
Don’t worry about the batteries being landfilled, they are full of valuable nickel and lithium which will surely be recycled.

Whilst I’d have thought nuclear had more future, it seems more and more are actually going away from it, but solar and wind are still expanding exponentially. After coal is in rapid decline I guess oil is the next priority. Imho Dorado will be done and dusted while the oil age is still very healthy.

And I’d concur with Occam that gas has a healthy 20 plus years in Oz.

Gotta,
Not a lot to talk about here these days, everyone want to talk about takeovers and shorters. I am really waiting for AC give us something concrete on Buffalo and for Santos to confirm Dorado is going to move into FEED with gas reinjected, don’t want to wait for a gas market. Would be nice to get a new exploration program to, but guess they need to work on the seismic a bit more first.

EL