jc,
I am sorry to read your synopsis. Neil has put so much into this. He is a very intelligent man. Imagine his "Eureka" moment the day he realised Santos was not going to fulfil his ambitions, and that Mongolia was the place to be. And that was over a decade ago.
Probably take another 18-24 months before concrete results get market attention. I thought it would be much earlier but Covid and supply logistics got in the way. Let's wait for next week's Board show. I am hoping this will help more people understand the complexities of CMB/CSG.
I am so pleased that EXR got that R&D subsidy for Daydream-2..
Roll in a farm-in partner and suddenly we are cooking with gas. Omega are our neighbour and Shell is there too. And this could ultimately be twice the estimated size. This is BIG. And East Aussie needs gas urgently . They gave in to the activists, shut down coal and forbade gas drilling. Well they now need every molecule of gas they can get hold of.
Best
tui
EXR Price at posting:
10.5¢ Sentiment: Buy Disclosure: Held
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