Guys - comet is appearing in podcasts and in the news more and more as the owner of one of the large scale near term , derisked projects that can help solve the impending gas crisis .
i was thinking one Avenue that is likely to be used as a source of funding is NAIF and it is squarely within its mandate and geography with an emphasis of the Gladstone area in their website. This can be a source of low cost non recourse funding option for Comet to help expedite development
the chronic gas shortage issue is now well and truly on everybody’s radar . With intensive industrial users competing with power generators and GLNG , one can see how the control for comet will heat up . If a bidding war starts I think it will eventually be taken out at 40c-45
I think the trigger will be pulled in the next 6 months
NAIF and Comet
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