Pecking order for Bul?

There appears to be a lot happening in the Energy market:

Pending Gas shortages

Multiple Pipeline MOU's ( not sure if this leads to a staged pipeline expansion, will Bul be a front runner OR left on the shelf for a future period?) ,if so, perhaps a good storage of wealth as demand picks up!​

AWE takeover Mkt Cap 596 mil.
Santos takeover Mkt 12,289

Bul Mkt cap. 144 mil

Plenty of small cap. CSG Co's with big ambitions - what sets Bul apart? to enable it to move towards the figures mentioned in the Breakaway report?