If we had to speculate, I think the most solid evidence we have for a timeline (still speculative) is the infographic from Sintana - Q4/24 (for what it's worth). Now obviously we know Sintanas business model is solely through investment exposure to the orange basin area - so possibly they have ears in the all the right place? (or they are just trying to catch a bid on their own SP). Until we hear it from the horses mouth it's all speculation. Either way - everything is pointing towards bullish imo.
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