Ann: Update on development of L-T gas utilisation infrastructure, page-22

yeah it has put a chokehold on the company. Would be valued 1.5-2x higher if production was full steam ahead and being sold at international prices for exports. I understand they are forced to sell cheap to local markets. I think for international sales, they can’t find proper methods apart from trucking long distances which isn’t great for margins/not attractive to buyers as there are a lot of oil producers in that region. Might look for an entry and wait for a takeover bid, change in regulations or dividends - whichever comes first haha