i was there too.
1. Mr Bei from Suzhou T&A flew down. He reiterated his support for the project and need for product.
2. Ron stated his plan for a diversified offtake book and require customers to “earn the rock”, whether it is via prepay or other supportive mechanisms.
3. Spoke to a couple of NEDs after who also retierated the strategy to secure some exposure downstream, either with existing partners or new ones.
4. Also heard that MinRes was supportive of enhanced exploration and was the driver to get more rigs into the ground because of confidence in what could be found
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