There’s a few things holding back STO at the moment, in my view. One of these is the Barossa permitting and advance on Dorado.
Upsides are the 5% sale of PNG and permitting for the Narrabri pipeline, which should be the last major element before FID on the project. Papua LNG is a good story also.
one would only sell if they’re pressured to do so.
Oil prices, page-19
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