IVZ Share Price, page-608

I think the Dockers have more chance than a take over before drilling IMO.
The greatest benefit of the seismic will be to place the drilling in the absolute best spot.
I'm hopeful there will be a resource upgrade out of the new seismic.
I think Scott said once before when asked about COS and he said its binary.....its either there or its not.
IMO what gives you the best chance is drilling in the best spot first which the new seismic will allow.
There is a lot to happen here in the next 6-7 months.
Drilling contractor selection.
PSA
New Seismic = upgrade with luck and certainty the best spot is drilled.
Farm in???? Not likely now IMO but never say never.
I think 30c will be in the rearview mirror closer to drilling.

Putting on my long range goggles and assuming a material discovery IVZ will become an electricity producer in an energy starved market.
You hear people talk about moats in regards to great shares.
IVZ will have energy that's relatively green BIG tick atm.
An energy starved market on our doorstep.
A gas power plant is pretty quick to set up and we have infrastructure within 200km to get our juice to Africa.
Will have a market that is transitioning from coal to anything else.
Will get a premium price for our gas.
Most likely won't have to sell any on the open market, 1.2 TCF have MOU's already.