Seems like we are here for the same reasons and have a similar outlook.
Have you looked into potential future value recently? It's been a while since I've looked back at any of the feasibility studies and tried to extrapolate forward. At this point I don't think its worth it because I'd expect some updated project economics before FID and I don't back myself estimating cost, price, etc. in the interim. Too much has changed.
I don't think its answerable at the moment, but I'm keen on upper and lower future value estimates based on steady state production if anyone's modelled this and willing to share.
With only 50% ownership I still see this as a potential Disallowed over the next 5-8 years, and I'm hoping 5 bagger on the low side. Not here for a quick buck. Would be stoked wither either return.
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)