It is pretty clear that the aim of the Hartleys doco is to prep for CR that will be highlight immediate (i.e. sophisticated investors in and out profit taking) SP gains based on NZ generating cash and Cuba coming back with resource estimate (11 b barrels) prior to NZ drill results.
Interesting though that the high grades resource release and quarterly all highlight the ground made on TS. However, hartlleys barely mention TS?
Looks like Calditta FEED will give green light for DLNG back-fill? Your thoughts of where TS is at and impact of Santos not selling DLNG and barossa?
Adl
MEO Price at posting:
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