There seems to be an underlying consensus they are loath to give anything away at this point, from both Scott and now Robin, so the farm out or Jv route doesn’t seem viable in the immediate future unless it is something worthwhile.
The gas to power to monetisation mantra has been there for a while, so where is the funding for the 4 wells going to come from, are they going to keep tapping the market, or will we see something else from the South African banks maybe?
It’s going to be an interesting Year, a little bit more patience for results unfortunately but moving ever closer to drilling and testing again.
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- Robin Sutherland Presentation - February 2024
Robin Sutherland Presentation - February 2024, page-18
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