just have a look at the size of the orders going through now ever since the ann.
less bot action and more 5-50,000 parcels.
ESG are happy to hold back on reserve upgrade because they know that all it does is a free upgrade to Santos 2p. The longer the delay is not a prob for ESG, just for shareholders.
Checking back on the Gasstar JV it seems we may also have a question to raise re Wilga Park...Are Santos committing 35% of costs to the upgrade to 40 MW?
ESG Price at posting:
80.0¢ Sentiment: LT Buy Disclosure: Held