Hard to see how, we are down to 10%. I suspect even with day 1 full gas capex we”ll be able to fund our share without a CR.
STO aren’t going to FID on a shabby IRR, so imho on an FID we should quickly lose our discount to cash and look through value.
Might not get much credibility for upside until it’s proven though.
I am forming the view that we are getting a STO discount atm after Barosa? If so should go provided the FID looks sound.
EL
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Last
11.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $205.7M | |||
| Open | High | Low | Value | Volume |
| 11.5¢ | 11.5¢ | 11.0¢ | $90.33K | 786.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 18 | 1968957 | 11.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 12.0¢ | 1012731 | 12 |
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| Last trade - 15.59pm 18/07/2025 (20 minute delay) ? |
| CVN (ASX) Chart |