Beetaloo or bust: the route to commercial success for an Australian shale play, page-42

It’s a team effort. Writing your investment thesis and findings along the way is a good discipline. ‘No brainers’ don’t exist, risk and uncertainty is constantly there.

Assuming the US money gets raised any day now, the next 12 months should be a helluva ride. We need to watch events unfold with a close eye, especially looking out for goal alignment. I doubt Sheffield & Co will screw us having brought on board so many US followers. He has huge upside through his project level ownership and control and his 2.3% royalty.

It’s all about swift execution now - quick efficient drilling, strong flow rates, pipe connection to Darwin - to create the momentum to achieve full lift off.