I just watched that back to back, thanks for posting.
Major hurdle to overcome = commercially viable unified flow rate.
Assume (as an optimistic, heavily invested incumbent shareholder would), but also now slightly more evidence based) we achieve that.
Then it really (as Neil states) boils down to size of resource and cost to extract and get to market, again, with an assumption there is market demand at a viable buy side price structure.
We have that (domestic and offshore via LNG out of Gladstone), and proximity to distribution proximity (we are literally on the doorstep of the biggest gas hub in Oz), and prices are decent, given relative low cost structure to get the gas to market.
Conclusion?- Simple really- I'm buying more shares ASAP
General chit chat thread., page-3320
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