QPM 8.82% 3.7¢ queensland pacific metals limited

Associated News, page-3333

  1. 741 Posts.
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    (Thanks @Geenius)
    Expectations - agree.
    Potential developments - would love to disagree!

    There are plenty of maybe's, particularly given the current wider energy market structural imbalances at present, with regular AEMO warnings of impending East Coast gas supply shortages. Given the expected shortfall in NSW/VIC, QPM could perhaps capitalise on industrial users building new facilities in QLD, rather than further south.

    To be able to do that, QPME need to start converting the Bowen Basin's potential coking coal supplier opportunities to materially increase their gas gen.
    DW could address:

    * Where are the regularly mentioned third party customers being herded into the QPM paddock under the Safeguard Mechanism cattle prod?
    * What is actually happening around the fully-permitted Carbon Abatement / Northern Hub?
    * When are the inbound enquiries for gas supply expected to bear fruit?
    * The team's progress on CNG, given their purchase of second hand equipment is sitting idle (originally spoken of being installed at Lansdown, but perhaps Moranbah?)
    * Progress on LNG given QPME’s contract operator GRPS already undertaken significant feasibility work?
    * News on Queensland Government $520m Low Emissions Industry Partnerships fund for carbon abatement?
    * New production well drill program update?
    * Has proposed sale of Anglo's coal assets affected the Moranbah Power Station initiative?
    * Extent of QPME's involvement in any southern pipeline discussions/JV's etc?

    Hopefully something substantial, and rather than carrot dangling!
    Last edited by MtnMusic: 05/07/24
 
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