I think the conference call didn't give investors a lot of confidence in the way Craig delivered the strategy update particularly around Simberi and Moose River permitting. That was my take away compared to the way Bob has presented in the past.
Specifically on Simberi the PNG government rejected the application of a Major Oil/Gas project from Exxon (OSH,STO minors) and that possibly caused fund/investors to increase the probability of risk that a similar outcome occurs with Simberi. Especially as there was no confident update from Craig regarding this.
Ann: December 2019 Half Year Report and ASX Appendix 4D, page-124
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