that's a fair assessment spec. Fair to say the cutback is firmly off the table IMO.
I'm curious why there has not been a concentrated exploration effort around marda given the dunk costs. I know there are plenty of small but high grade stranded assets - AUN's Johnson range comes to mind. Plus there are a bunch of old SOG assets sprinkled all the way to southern cross. Tenegraph shows a lot of opportunity but seeing very little exploration in the region.
I'm sure MZ has a plan and it will play out. EM plant to Lake Roe - Rebecca would fit the timeline. And the next acquisition before that happens - I feel there's going to be a bidding war for SPR, and RMS will be involved but won't over pay. SLR might, and WGX are going to be too wound up with their own projects like Fingal.
All IMO - good to see share price running in the right direction, sitting on a half decent profit!
Ann: 2023 Annual Report, page-13
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