One swallow a summer doesnt maketh.
That said it is clear the work is getting done. The timing with TVN's core projects and govt support in susrainable energy areas is something that couldnt be choreographed better.
PFS's in the next couple of months and other projects getting market time.
This must put early spec preasure on the SP.
Some more volume and some monies to settle exsisting funding would get rid of a hand brake!!
I pinned my colours on a peake SP (excuse the bad pun) for 2024 at 40 cents. Who knows, could be steam rolled with progress.
I always give myself a reality check and remind myself we are yet to have a refinery site pinned down.
On that point, two other entities checking compatability between their respective resources and TIVAN+. I guess that assumes if compatable then subject to agreement they use TVNs refinery.
I would bet that Todd Groups WA Bora Bora project is in the mix.
Their resource was comparable with Mt Peaks when assessed way back. There was discusions about working on some colaberative basis. All crashed when the WA govt couldnt be seen to support (fund via WAIF).
Dont ignore Todd Group. NZs wealthiest dynasty. Well managed, seriously funded. They easing out of fossil fuel investment in Taranaki Basin and seeking resource consent to commence construction of stage one of a solar/wind farm central North Island. They are out of pocket circa $150 mill in WA at present and will not be writing it off. Join the dots!
End point is if MASDP couldnt get approvals then Todd Groups Bora Bora project which includes a refinery and its own port is a great back up and WA govt were promoting them. Just saying.
Anyway good to speculate on NZ Kings birthday weekend. Was wondering who the Aussies King is if his birthday next week.
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