After seeing those satellite photo updates I'm imagining a world where we get an announcement saying they are scaling back stage one to an initial 2.5tpa for now while the market is weak to save on capex and move ahead with what we've got.. with plans to grow as normal once cash flows come in or spot price picks up.. and I expect share price to dive further and everyone to lose their effing minds despite wanting a slow down haha.
I haven't seriously thought too hard about the economics of such a scenario but I think I'd be open to it the way things are currently
Ann: Filling of HMW Pond 2 Commences, page-143
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