Phone conversation with Scott - Jan 12th 2023., page-499

long play lol. They have unlocked the largest onshore gas basin in onshore Africa and hasn’t been done in 22 years with a 20 plus TCF resource and about to get larger period ahead

In next 3-4 months:

1. samples ticked
2. SWC data ticked
3. 2D ticked
4. 3D ticked
5. Given and de risked commercial flow ticked
6. Significant increase in net pay
7. PPSA signed
8. Activation of 3 billion dollar offtake agreement
9. more offtakes and partnerships

It’s a big period ahead and should never be trading at a 100 million dollar EV it’s garbage when peers are north of a billion dollars on same positions. Sold down to accumulate on a CR is bull when fundamentals already put this multiples