STX 4.65% 22.5¢ strike energy limited

that's a bit less positive than you normally are....but remember...

  1. 2,286 Posts.
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    that's a bit less positive than you normally are....but remember this project - HABER - is linked with a good ESG outcome, so it shouldn't receive the same scrutiny as a pure gas play with no carbon offset. And while ESG is all the rage and everyone wants to save the planet, some people, including bankers, know that we have to have a pathway to get there, most likely including gas as the less bad option. There will be funding, otherwise there will be a significant energy crisis, inflation, rate rises, economic stagflation, ppty dislocation, etc... A heavy price for such a heavily indebted world. Whilst some might be happy with that outcome it's not likely to include everyone, including big investors and banks.

    Maybe this will help highlight that STX has a carbon neutral policy by 2030 and can be used as a real benefit to get funding..?
 
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