IVZ - General Discussion, page-1272

IVZ is a given what’s coming and the commercial flow is a guven

They have just spent 60 million dollars over 2 wells understanding each layer, each reservoir and proven gas flows freely

Their commercial flow coming up is being tailored to maximise the flow rate and as a conventional gas discovery they can simply order in stimulation technics if they want to increase the flow significantly before the program begins because unlike EXR which is drilling and hoping for gas and good flow, IVZ knows everything before hand and the reason why they signed a pre agreement that after flow they will commercialise the well and sign off on the 3 billion dollar offtake agreement

Easiest money to be made and should never be trading below previous drill with what’s already proven and how de risked the basin and flow is. Plain stupidity this is at a market cap on par with companies that have dusters and tight gas

they have 1-2 weeks to soak the geniuses and then huge news flow and straight into commercial flow. Should be trading like it’s peers north of a billion dollars on a basin opening