I think Gora will be too costly - but given Ansila don't own 100% of it and is operated by another company, they'd have to assess that at the time.
It's all really speculation until we hear about the North Sea, and I really don't think any excitement or FOMO has been priced into the North Sea.
ANA is unloved, even when 2.1 resistance was SMASHED, DTers didn't come near it and that's why we've dwindled back down. $10mc currently... you'd have to imagine 7 lots (if they win all 7) would bring way more value than that - I think the Hartshead presentation showed value over $100m - so even at our percentage of holding, more than double our current MC - there is so much upside currently.
ANA Price at posting:
2.1¢ Sentiment: Buy Disclosure: Held
