Ann: First production delivered on schedule at Kathleen Valley, page-151

100% @vmp

The rerating is now an inevitability! Those disingenuous posters on here have until yesterday always had the old chestnut that LTR was not in production as a fallback to their ill founded criticisms. The list of attempted down ramps was pretty clear in @Acgm 's post (here) and is as long as your arm. They haven't stuck but the attempts keep coming. So despite the current perceived supply glut narrative, it seems that while demand keeps rising, weaker suppliers in dubious jurisdictions seem to be falling by the wayside and will continue to do so as midstream and downstream players seek certainty of supply imo. Our deal with Sinomine is a classic example of it!

The old narratives have past their "use by" date and LTR will appreciate.

Regards
DF