FWIW when there was similar sentiment on previous SP run up, BLU intention was to do a special div or capital return from monetization of Bowen Basin retaining sufficient funds for future projects. Yes we have large acreage but all the others are some way from becoming producers. The options for BLU for developing these basins will vary from selling acreage, farm ins/jv and being owner operator. With JEF being the largest SH his appetite to stay the course and complete his vision to the max will be critical. So for SH interesting choices may be in play.
Ann: Blue and EnergyAustralia Sign Gas supply HOA, page-58
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