Let's review what was needed in my view from the MD
1, details on the commercial threshold! Not told. This MD faux pas of mon disclosure of this SEH known information in my view isn't not going to go away.
2, long term production curves Not given
3, no idea when pilot plant 1 going to restart
4, date when we get paid for gas already produced. Not told. In fact it's worst than that as the JV wants a bigger slice of the pie. A Mexican stand off.
5, flow rate from plant 2 way below capacity
Then further delays getting ocp approvals and slow down in expenditure ( which I have to agree with).
Not good in my view!
SEH Price at posting:
5.4¢ Sentiment: Sell Disclosure: Not Held