Still believe majority of Santos' interest in the Bedout gets sold to a NWS participant that becomes operator and ramps up gas exploration with a view to feeding the KGP. Bedout is a much better option for them than heading up to the Browse, and all funded by Dorado/Pavo oil cashflows.
Would be a very attractive outcome for CPC and STO if they could get their gas toll processed at KGP.
Just need an NWS participant willing to take a punt on the gas being there. Originally thought it would be BP, but am coming round to WDS after the STO/WDS discussions.
Where does CVN fit in all of this??? At this point we are a loose end that doesn't really bring any strategic value to the JV. IMO, we will be picked off early
Still believe majority of Santos' interest in the Bedout gets...
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Last
19.0¢ |
Change
-0.005(2.56%) |
Mkt cap ! $339.8M | |||
| Open | High | Low | Value | Volume |
| 19.0¢ | 19.5¢ | 19.0¢ | $113.1K | 595.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 230333 | 19.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
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| 19.5¢ | 393982 | 5 |
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| Last trade - 16.10pm 14/06/2024 (20 minute delay) ? |
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Last
19.3¢ |
Change
-0.005 ( 1.32 %) |
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| Open | High | Low | Volume | ||
| 19.0¢ | 19.3¢ | 19.0¢ | 263992 | ||
| Last updated 15.40pm 14/06/2024 ? | |||||
| CVN (ASX) Chart |