I think you've missed the point ...
The focus on the eastern states surely indicates something is in the wind in the west.
NXM would clearly know now what the MRE figure is ... probably did months ago!
The previous relationship with SAR/NST and the fact that they have a JV AND are major shareholders suggests what in light of the change in interests ..?
The context of today's presentation was future facing commodities.
Why travel all the way to Singapore and give an "out of context" presentation?
We may well be "transitioning" with a new focus ... the details of that will be revealed in the next month or so.
Just in my opinion.
I think it could be quite exciting.
I watched the presentation live this afternoon. Andy does a good job. Might see some interest tomorrow morning before the dumper returns.
GLTAH,
Perdy
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