Hi Spockie,
thank you once again for your kind words and a happy, peaceful and successful New Year 2024 to you and all Strikers!!!
I see it exactly as you write it, Strike could always produce more gas on the basis of the older agreement with Santos and sell it at the conditions according to this first GSA, but prefers to keep production at the agreed level in order to win new customers with new GSAs in view of the now higher gas price.
One can only conclude from Stuart's quote that the latest deal with Alinta Energy was not the last new off-take agreement. Where exactly the capacity limits of the Walyering facility will ultimately lie remains to be seen. Perhaps we will hear a new assessment of this from Strike when the Walyering-7 drilling begins...
A ramp-up of production and sales with total revenues in excess of $100m p.a. based on new agreements is possible, imho...
Hi Spockie, thank you once again for your kind words and a...
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