Agree...CBM liquidity exit 1st & foremost....absolute primary focus....and Grandis ASAP.
In addition we can benefit for GobiH2.
We won't (as stated so far) be spending any significant money on Gobi H2.....Neil has stated non equity project financing via IFI's and other financial institutions numerous times.
H2 has real potential for creating shareholder value...of significance....based on:
1) Mongolian government demand for it
2) Willingness (of others) to finance projects
3) Customers wanting output.
Whilst of course there is a correlative ESG tick in the box benefit....there is no way IMO Gobi H2 was set up based just on a certification compliance rationale.....that would be absolute lunacy and a mammoth waste of time and opportunity cost.
People should really take the time to dig deeper into Mongolian political drivers AND correlate just how close Neil is to it all.
It's very likely we create a value asset, at significantly minimal cost to us, that will contribute to our shareholder wealth.
Because the Mongolian government.....our partners...want us to do it!
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