JG - good work. Quick question - I see short term income from Walyering a bit higher than you.
Not this quarter sure - but some basic calculations and some reasonable assumptions of production and pricing (two tiered - GSA and spot) could see it well into the $120M region - which coupled with OPEX of circa $30M leaves a $90M EBIT - for what I would call a base case.
These numbers are fairly important as they speaking to probability and timing of a CR - which I myself am not seeing the need for.
WA Govt Gas Policy Report Today, page-155
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