Agree rob0203
Ppl seem to be missing that with FIRB approval required, this is now likely to be more an equity investment rather than a traditional farmin proposal.
The price will be key. We have seen in the past where share prices are not reflective of actual value, much more significant premiums are paid for strategic investments in quality assets.
I'm heading to the AGM on Wednesday. I'm sure there will be plenty of discussion around this.
