Thanks gemboy, a very informative listen. In my opinion some very positive times ahead for us MEL holders if the company can deliver on timelines within the Cooper basin. Based on the potential margins at Cervantes, it does seem like a game changer if successful - I'm still a little hesitant with how we would get the oil to market, but I presume truck / rail options to Geraldton would not eat into margins too much when compared to pipeline? (happy for someone more well informed to opine). Ken always comes across as knowledgeable and risk aware and I personally appreciate his conservative take on outcomes as opposed to unchecked optimism. I'm hoping it's an underpromise and overdeliver kinda Q1 for MEL holders. good luck to all.
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(20min delay)