BOT,
Interested to know your thoughts...
Surely when Key were talking about linking up the the KN1 discovery to the SS plant they had a very good idea about the potential gas reserves underground. So now when they mention stand alone plant this leads me to conclude they may have had issues with the original idea. I can't see how in the last few months, their estimates of the potential gas reserves could have changed that substantially where a stand alone plant is now the preferred option.
Anyway just a thought. Perhaps explains the underwhelming to the quarterly on the ASX.
Cheers,
James
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