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Only 2 are connected to SAPP.SM said that Mozambique supply has...

  1. Davy Boy
    16,583 Posts.
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    24/04/24
    10:39
    Post #: 73492474

    Only 2 are connected to SAPP.
    SM said that Mozambique supply has plateaued and that they have told South African customers to look elsewhere.
    We are in an unbelievably great location for monetisation via SAPP.
    I don’t think it will happen overnight but 1.2tcf from 2 wells, neither of which is ideally located in the basin, tells me the likelihood of many many tcf to come is far more likely than not imo.

    IVZ Price at posting: 7.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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