I would be stoked with a 40% to NPV val once those milestones are hit.
Noting ARU has a market cap over $1b right now with only a partial binding offtake, triple the capex, not yet financed, no FID I would have thought if PEK had offtake, financing, EFA/SML, and a much lower capex it would be placed around that $1b mark.
Be good to see the start date for the independent refinery in country.
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