Hey mate, yep I posted that. FWIW I've posted in an updated breakdown below using updated SOI (fully diluted)
Gas price has gone up a bit but I'm trying to remain as conservative as possible. USD to AUD is also a bit better for us. I have also not considered any oil at all. This is purely gas from Mukuyu
In my latest projection, I've assumed a 30% farm in so we retain majority share in the basin. This 30% was not in my previous projections.
As with previous iterations of this post, would welcome feedback and constructive criticisms!
IVZ Price at posting:
26.0¢ Sentiment: Buy Disclosure: Held
