Ann: Webinar Registration for Q4 FY24 Financial Results, page-48

Great to get you take on things @618.

The other titbit from the webinar I thought was interesting was that SN was regarding next drilling targets.
Someone asked (Wiseman again, I think) whether they would look to farm-out OH. I think this was a clever/indiret way of inquiring about STX's cash position going forward. After some preamble, SN said they would look to go 100% on OH. More interesting, however, was that he said the OH and Arrino-Kadathinni tenements are attractive because they are cheaper to drill than the WE and SE wells (which are much deeper). I thought this was interesting because it confirms what we've speculated about previously; namely, the reason we won't be revisiting SE drilling anytime soon is the cost, rather than the remaining prospectivity. I'm sure once FID is taken on WE and SE, and the financing is sorted, they'll return to SE in the coming years (i.e. yet another reason not to write off the upside of SE).