Ann: Walyering Reaches Payback & Operational Update, page-62

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Cherry7

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28/05/24

17:16

Post #: 74049478
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Originally posted by 618: ↑

W7 success doesn't actually improve their cashflow position. It will simply extend their cashflow runway in the future. The bottleneck is with the Parmelia pipeline. The resolution there is the interconnector between Parmelia and DBP, plus some minor upgrade work to get our plant capable of processing up to 38-40TJ/d (currently is 33 IIRC).

What will further remove the CR doubt is if SE1 compartment can be commercialised as a standalone dev, whether with a small 40TJ/d plant or process the gas via Waitsia plant and pay BPT tolling fee.

I don't think SE would have put Gina off. If it was SE that she was after, why would she even bother with WGO to begin with - beside the theory that she bought into WGO as a mean to then accept STX offer and take both out? Whether there is a bid in the wind remains to be seen, but as far as I am concerned, STX is appealing in terms of risk/return based on its current valuation and should do well once it is repriced fairly by the market, regardless of whether a bid comes or not.

I've also stopped looking at the short numbers as it won't change my view on the investment thesis for STX. So why bother looking/worrying about something if it's basically irrelevant?

618

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But you have worried and posted for months re shorting ! .. you guys are hilarious .. Trigonometry/Pythagorus

STX Price at posting: 22.0¢ Sentiment: None Disclosure: Held
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Ann: Walyering Reaches Payback & Operational Update, page-62

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Ann: Walyering Reaches Payback & Operational Update, page-62

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