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11:59
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Originally posted by PeterAitken:
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I can see a South Korean or Japanese firm farming into Grandis, the opportunity here for them to play with the big boys (Santos Shell - Gladstone) for a long term contract makes a lot of sense, min 1.2 to 1.5TCF, Grandis will give them a stake at the table, will Elixir sell or take a long-term cash flow? - I like the cash flow.
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Great analysis Peter. There's one point that keeps resonating for me, that is, Neil has always stated we're looking up to prove concept, then sell of to a company with the balance sheet to develop the project. I hope Grandis is proven up, then sold off completely. Likewise with CBM and Gobi H2.
