There are honestly so many holes in his argument I don’t know where to begin. It’s not even an apples and oranges comparison…..it’s like apples and paper straws…..early monetisation through gas to power ie. Tatanga (or other parties) take delivery at the wellhead. CTP….significantly less, more capital intensive resource, into a competitive market…..IVZ are it, anything produced will have a market absolutely gagging for it at a premium price. I can see there’s a large number of spectators and holders alike, that don’t understand in the slightest what is actually unfolding here. I’ve always had the HDR story in the back of my mind and we could very well dwarf them given what we are witnessing. Within 1-2 years these guys are gonna be absolutely spewing at themselves for not seeing this opportunity staring them right in the face.
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