That would be a very interesting play by TPD if they took TEG. It would be against the non-operated position status the company has been aiming at though.
CSG will get harder rather than easier over time imo, unlike the gas projects in Perth, which get easier once you drill and then flow test.
That's why I am neutral on Mongolia being sold or demerged, allowing TPD a clear focus and for those who wish to invest in Mongolia to do so through TMK or shares in the new entity if there is a share issue to current TPD holders.
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