IAM, your analysis is spot on. Fundamentals have never been better. It is also worth remembering the Tassie Shoals is the big prize and deep pockets are required to get a seat at the Timor Sea table. 12 months on MEO are now well resourced and creditable and therefore can be taken seriously (to negotiate) by the current holders of stranded gas in the Timor Sea.
my take on the situation, page-7
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