Dribble
Good to see you posting more constructively.
Personally, I think you hit on multiple reasons that indicate just how savvy STX leadership is handling multiple operational factors at once.
- If you can add a W7 and reduce risk to get more funding $$'s from a lender like MQG - tick
- Its classic Brownfield. Why wouldn't you add another revenue (extra 50%) generating resource, which could be brought online faster, cheaper better. Throw ALL OF IT to EXPORT for a very nice payoff if DOMGAS policy changes.
If not, Worst case - 3 aces still beat 2 and its nice insurance to maintain flows from across the field, should anything unforseen happen. Safe pair of hands.
Hope you enjoying the share price uplift post TPD consolidation.
STX is a $1.4bn MC company already acting like it wants to get to 3 and then on to 5.
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