thanks @bigjez for posting
appreciate the coverage from bell potter but like others have commented it does seem to be lacking.
in the most recent presentation management confirmed the most likely path forward for mahalo north was through the same pipeline the JV will be using, see below
Denison (neighbor) option is still on the table but is very unlikely at this stage
personally think it was always just used as leverage against santos.
also not sure where they pulled 8 & 60 tj/d from,
10 was spoken about in regards to north, this was due to the limitations with Denison's gas handling facility.
I wouldn't be shocked if this is upgraded to 20+ with jemenas pipeline
as for the the main project, I'll have to double check but I was under the impression the aim was 80-100 tj/d
I think COI will be exceeding 50 tj/d once in full production, even after evening up the stakes in the JV and north
IMHO DYOR![]()
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