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clock Created with Sketch. 02/08/24
11:11
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Originally posted by VegasGM
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It has become clear that had the TECH been given the go ahead on schedule that there was no way they could have just said to Arrow ‘hey turn on the gas for us, we’re ready.’ So in some ways without taking over the asset, the whole ‘zero emissions, using unwanted methane, plus minus zero equation’ that QPM was pushing could never have been a reality. If you’re a glass half full guy then you could say that what is being done now by QPMe - getting the Moranbah Project up to speed, keeps the vision alive. Anyway, I’ll leave that up to both speculators and spectators to decide.
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Totally agree Vegas. Ive been glued to the OpenNEM action for the TPS and its been incredible. It also enables a lot of historical analysis on activity/price etc and combine that with what they are doing in terms of wells/drilling etc and i reckon the current Cap valuation of QPM is going to look ridiculous pretty soon.
