then why drill at all? we dont know the details of the lease but would be no different to a gold explorer in WA leasing from a farmer 50 hectares, discover gold, mine it and ship it...all the value is the exploer / producer
look at their plan - by Q4, they want to commercialise this, which means sign up potential offtakers - again, why would some ex senior geo's from Shell, rick up here, plus hire a former senior Shell exec to help also commercialise it?
Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-29
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