The JP Morgan read is ultra conservative, and full of projections out to 2020...
I'd sell today based on just that!
Its the "X" factor that keeps me going and would make mincemeat of JPMs forecasts.
X = one good partner + one 5,000bpd GTL plant (followed by another 100 plants)
I hope thats not too unreasonable to dream of??
In the meantime just getting more cash and less burn is a good holding pattern.
Bye bye Don and did we really need a president for Arckaringa?
happy holding
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