Ann: H1 FY24 Results Webinar Details, page-27

SE was the big gamble. We should have spent the capital proving up WE. Instead we have been pumped with Haber, the precinct, geothermal and all the carbon storage fluff. I should have all bailed when Stu took dollars out in October. This was a red flag but i was influenced to hang on. T/O, Walyering, change to export policy.

Will watch half year but don’t expect to much to come out as I expect still waiting on test equipment and further review.of information including cost of rehab. Must manage funds tightly as if this looks like a raise is coming it will trigger more selling pressure.