A quick note on the run:
Good meeting, but fluffed the ball at the end on the OIP merger issue.
the issue of remuneration is as predictable as dawn following dusk at every public company meeting. I'm personally happy. In fact, I suspect that Casey and Lansom are the massive "points of difference" in our favour.
Casey confirmed that the game plan is book reserves because they determine company value.
For mine, Newcastle is a red herring designed to give the appearance of a plan or focus.
Buy, Mangels a "big fat ducks egg" it wasn't and I'd suggest there's good reason to suggest that there will be wind in the ESG sail...based on potential in any event.
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not happy david, page-4
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