invertedva, I think they finally explained their GWC theory very well.
"I stress that this is just one option". Said by David Biggs, of all people. Or in the words of The Dude, "That's just, like, your opinion, man."
I still have no idea what to make of that presentation. The strangest part for me was when they got to this part on the slide about the total WA domestic gas market tightening:
The presentation shows South Erregulla. People can see it says South Erregulla. But DB referred to it as "other gas projects". I was sitting here thinking, "Just say it!". The project whose name shall not be mentioned.
Anyway, here's the full presentation for anyone who's interested:
http://asx.warregoenergy.com/site/PDF/11d90fda-73ef-4cf1-83b3-aa0b30cdd571/EGMCEOPresentation
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