but only some of the T/Os. Call me a cynic, but if I were a t/o,...

but only some of the T/Os. Call me a cynic, but if I were a t/o, I'd let the fraccing go ahead, see what the resource looks like from a commercial perspective, then negotiate. But I don't know how these negotiations play out. Smarter people than me will work it out
And unfortunately, I'm still long, as I have been from 90s up to highs pre KW and back down to these levels
Shorters have only profited because of mgt ineptitude - can't blame the shorters for mgt errors. Having said that, I'm again writing to asic to ask, no demand a register of shorts. It's crazy that a register of owners exists but no register of shorters exists. At least we could work out who's zoomin who.