This tends to indicate that the goal posts are starting to align towards ATS - shortages emerging, underdeveloped ground yet to be unearthed!?
Your list indicates a number that may look ATS's way?
I wonder where these companies with diminishing reserves will go when things become uneconomical to continue?, will they migrate to new areas of investment while they have the cash reserves? where might they change direction to? OR will they just die a slow death?
Chart - ATS, page-32
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