Ann: 1HFY24 Results and Operational Update, page-40

My recollection is all STX share of WE gas is contracted
listened to webinar
SN basically said they are committed to delivering the gas to wes ( and that they made pre payment) and also said it was struck at a very different time , basically confirming the much lower price without disclosing price but i have been told a number of times , including from the former WGO MD it was Mid 3s
Again , this is the objective truth and a key reason why the market has sold down STX so aggressively - because most of their current 2p reserves are not participating in current / future gas prices but are still exposed to cost pressures likely crimping margins even more

SN talking about migrating gas gives you a clear picture on SE prospectivity

re capital - being fully funded, his answer was they are funded for two wells. By dry hole costs i imagine he is saying excluding testing

The JV well with Gina/WGO sounds dead - reviewing is often code for not proceeding

In answer to valuation question yesterday
WE i put at 300m-350m value
TPD assets 100m
Remainder 150-250m

Please remember , its just an opinion, and everyone is welcome to have theirs. I dont get angry or inslult people who argue the stock is worth 1 b dollars so no need to get angry if i value it a 600m