I think the long play answer has to be between $200-400m, anywhere there i would start getting itchy fingers. But i would also be watching my 12m CGTR that is accumulating. Heck of an advantage as this matures.
Take the lower end of the NPV $2.5b, and lets be conservative. What would you pay for it up front if you were a predator, then you have some years in development.
Now lets discount it a bit further for being the inferred neighbor at this point. But heck, same formations.
A takeover has to be a win-win scenario. Money for us up front, vs the forward development risk of an even greater return. We would slide up to that curve the more Santos reveals. Insiders, deep pockets would do what we might hesitate with what we know so far. Maybe the shorter term is 100-200m
Thats my gut talking.
Not investment advice.
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