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FID timeframe, page-67

  1. Ahf1995
    1,062 Posts.
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    03/05/23
    14:33
    Post #: 67587046
    Yes - I suspect it will occur earlier than we expect.

    Santos needs to start progressing its assets. They have significant FCF accumulation but diminishing forward production. Dorado should be prioritized in my view.
    CVN Price at posting: 12.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 8  Upvote
    lightbulb Created with Sketch.  Great analysis
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