Just listened to crux again - a few notes
https://www.elixirenergy.com.au/media
I’m thinking..
- 1-5mw gas engine power plant modular up to 50MW - would be owned by Mong gov EXR
- $10m will last 2 years exploration including pilot production wells at each discovery
- Minimum 12 month more exploration before think about entertaining TO offers
- For example, Shell in partnership in CNOOC might want to replicate what they are doing with QGCs gas
- Significant derisking across whole PSC with upgrade from prospective to contingent resources
- SSLNG further down the road, however, modular clean energy power plant design will be first. The EXR team have delivered these plants before in Australia
- Like a duck swimming on the water gliding along with a little bit of motor power underneath dealing with issues and guiding us in the right direction - 3 buckets keeping prospective buyers and SHs happy, operations, and dealing with host nation. All well in hand and in good hands imo!
- No more CR and we will be sold with 800,000,000 shares on the register for anywhere between $3B and $10B inside 2 years. ($3.75 to $12/share)
- Tui, It might just come easy.https://www.elixirenergy.com.au/media
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Ann: Operations Update, page-209
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