When CJ came on board, he was pictured as a PNG specialist. Retrospect of Semberi project under his helm, there has been zero progress, instead, we saw the project withering. If he's really good with PNG, he should have either pushed it forward, or abandoned it much earlier.
Seriously don't understand why those ASX dog CEOs are paid so extravagantly.
Anyways, what do you value SBM with Gwalia alone? It's worrysome to see Gwalia needs big CAPEX again as mentioned.
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