No idea at this stage but IP30 anywhere in the region of 25-30 mmcfd normalised to 10,000ft should have quite an impact. Shock n Awe just when doubt may be spreading.
However, the PIPE has probably cleaned out any US insto post-IPO demand for now so any pop may not be sustained as weak hands take profits. But you never know.
In any event, a farm-in would cause a nuclear reaction - likely 2x.
Between here and Christmas, there should be a slew of catalysts.
The combined effect should deliver us to a much higher valuation level. By then we should be less than 6 months from revenue with 1 or more near term 200 mmcfd data centre deals in the bag and a multi$100m farm-in or two. Fully funded. No dilution.
$1 is not far over the horizon. 16c will seem ridiculous in hindsight.
However, it all depends on the team to execute. If they don’t, I reckon heads will be chopped by October. The stakes are too high.
Even Albo now sees the need for gas, not ideology, to keep the lights on and stop Victorians and Canberrans from freezing, just as we approach the 2028 election.
The time to deliver the Beetaloo is here. Git R Done.
TBN Price at posting:
16.0¢ Sentiment: Buy Disclosure: Held
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