Fyfee,
Your mention of NWS is probably why we don’t make it as far as you would like. IMO
I can’t see the likes of BPT / Mitsui and the other NWS partners, as well as co’s like Min Res, FMG ignoring what STX are discovering in the PB. It is going to end up being 5-10 TCF and those mentioned above will need the backfill, or for their own energy initiatives.
it’s just a matter of time before there is a fight for these assets.
I hope we can get into the 100% owned assets to really accelerate the value before anything like that comes our way, however I think we could start to see some corporate activity after the WE-4 well has been proven.
IMO
Ann: West Erregulla Update, page-27
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