Agree the orica strike deal was pretty rubbish. Tho will have to ageee to diagree that Tor and co are trump level deal makers.
Its the quality of the resource thats going to get this over the line, management are just a long for the ride at this point. They've had some good wins, like the aping deal and taking over the pilot ops.
But they also had a fair share of bluff and bullshit, ie gsa promises dating back 10 years, that cluster f* of a well in NQ hiring the wrong size rig, total bluffing bs with the nth mahalo 10tj/day concept
they're aren't the worst on the asx but that is a pretty low bar. Personally I would of like to have seen senex roll up these guys and it would been into production 12 months after atlas was commissioned. You will have to try pretty hard to convince me that these guys are capable of developing this (nth mahalo) on their own and STO know it.
COI Price at posting:
20.5¢ Sentiment: Hold Disclosure: Held
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