I think we have found some common ground - I agree their ability to promote themselves is one thing holding them back. MEL has done a better job of this and I was hoping it would overflow into us, but that has not occured.
I don't mean to demean you, but personally I see the fundamentals as clear. 50Pj of gas in the ground at a time when the next few winters around the world will maintain huge demand. Yes infrastructure is being a pain right now, but I would hope the wells after Vali 1 can be brought online with less delays.
We are a small cap, no one is denying that. We produce gas and then wholesalers sell it on to the east coast market, fairly straight forward. AGL has bought some gas and prepaid for the privilege, along with some flexibility in the contract so that if a hypothetical producer comes along at a cheaper rate they can buy from them. This is unlikely to happy in actuality, demand is skyrocketing and wholesalers need to buy everything they can get their hands on. This is evidenced by the spot price.
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