Aside from the faultless progress being made at Grandis, early days are not, what I am massively encouraged by is:
1. The much needed replacement of the register to stronger hands.
2. The steady climb to TD and beyond and lack of shares on offer despite the temptation for quick profit taking after the CR
3. The confidence exuded in the most recent interviews / webinars by NY, you can't fake positive body language.
4. My aforementioned expectation that gas investment will be very much in favour through 2024 and beyond.
5. The willingness of larger peers to partner and share information with us.
I'm not given to hyperbole but my word if we announce 2 or 3tcf and that we have commercial flows by end of Q1 this could 10 bag with Nomgon and hydrogen still in play.
Obviously the risk is still significant but jeez this is a hellova good proposition.
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