why new drilling for market-constrained esg?, page-5

Yaq, your logic is sound as usual and it does make sense that their own 'customer' can buy them out and thats makes sense of the relentless drilling, but I am not sure why you think that "Time. That is what ESG needs and does not have, time."

I would have thought ESG has plenty of time, I mean, its not like someone else can come along and find competing reserves in NSW and guzzump them ?

A month or 2 here and there is not significant I wouldn't have thought. LNG delivery strategy unfolds over many many years so the LNG story has no urgency.

Personally, and I'm no engineer, I would have thought they would have spent more time and money to get Wilga park expanded faster - that's Money inflow which always look good for a young miner.
Z