Ann: Transformational Farm-Out Agreement Executed, page-223

I'm surprised at 3.1, I thought 4c would hold and start marching back to 4.5-5c for the instos to flip.

If we are going to be selling gas next year then steps taken to get closer to that should bump us incrementally. The gas price shouldnt have too much effect until we start getting to that production stage. I'll be watching for announcements derisking production and happily ignore the bumps and noise.

I will also trade this stock knowing that management might be good a building wells but they aren't doing it for shareholders. Any talk of future collaboration, offtakes, mergers, partnerships... I'll be selling and waiting for the shafting before considering rebuying.