It's still a net positive for the company. Show's that management are still working behind the scenes and have the quality to secure things like this. Management are acutely aware of the impending gas shortages and this is a way to capitalise. Daydream is going as fast as it can currently - remember the Grandis delays are operational caused by Haliburton, not to do with issues with the well itself. An update on Mongolia would be nice but I'm assuming no news is the news. Nothing new to update on and it will continue to take time to progress.
As Bas said our cash position could be wildly different depending on how Grandis goes
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