Hoping for some opinions here.
IMO releasing the June DFS will not actually take place.
Reason is DFS is no longer required as we have the funding we need through JV's, partnerships grants etc.
My premise would mean a mass of announcements from anytime now to June OR
Would they start in June with JV's and partnerships.
So is June DFS date the start line or the finish line. I have no idea ( not sure TLG do either)
Incidentally I always thought the 19k DFS was pointless and the latest Niska only slightly more relevant due to "multiple expansions of Niska " to be the more likely operating model in 2023.
Anyone think we are going to have a straight run on the pareto list ?
June DFS Content
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