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
Early FID rumours, page-4
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