@afawcett - I think you are spot on there (although they are officially "seeking a partner", so nothing appears to be concrete in any way yet). Some interesting plays there, and I wonder if they are better off farming-out the whole lot right now, given the limited capacity of Melbana. They seem to be taking a piecemeal approach to it at the moment though.
Ann: SEAPEX Evening Talks, page-9
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