Agree re speaking/meeting with MDs/CEOs of smaller companies ... and I do so myself ... also, I attend AGMs etc when I can, but like you it can sometimes be hard to justify a day out of a busy work life to attend.
Understand your position ... don't feel you have to defend.
Also, I understand your approach of having sold some for a profit ... don't feel you have to defend.
Yes, developing ESGs reserves and business proposition is taking some time ... a moribund NSW Govt has a lot to do with that imo.
So for me, provided the gas flow rate/drainage water disposal balance is profitable, then at this stage Gladstone and Newcastle LNG or neither are on the table ... it is just not at all clear imo ... and the company itself is not all that forthcoming.
Holding for now.
Cheers Dex
ESG Price at posting:
89.5¢ Sentiment: Hold Disclosure: Held