both good and bad in this strategic review.
Bad : reserves revision (p. 3 and 32). It seems upward revisions will not compensate downward
Good : lowering costs, growing FCF
Good : non core assets means IMO they will be for sale. It's good because of debt maturities (2025, 26, 27, see p. 29)
Still uncertainty about Waitsia GP commissionning. They only say ramping up 2th half of FY 2025.
A-N
Ann: Strategic Review Outcomes Presentation, page-20
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