Not a fan of RRL's Duketon assets although even I feel like dipping my hand in my pocket to buy a few RRL.
Getting rid of that boat anchor hedge book will give them a big FCF generation boost in this GP environment.
I'd like to see McPhillamy's put on the backburner.
In its current form the project economics just don't stack up.
Maybe GOR and RRL can merge.
Not a silly idea IMHO.
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