aussie,
very good points. in addition they have 100% of their tenements - no issues with acquifiers.
no strategic share holders with blocking stakes unlike ESG.
proximity and the fact the QLD players would like to go to the highly profitable 3rd train - all we need is an offtake and one other bidder and we could see well north of $2. BOW is going to be a great little gig to watch I think. Shell and BG have deep pockets. Santos less so, hence they screwed us poor little ESG holders.
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