FWIW I’m hoping for a somewhat cheaper project build.
Regardless, a keen and sophisticated market will meet the prices of TODAY rather than getting cold feet and moaning about the way things were in 2022.
Is the market keen?
Graham essentially said yesterday that both national and international investors are circling and said, directly, he had been asked to discuss “ possible avenues” through which government support could accelerate VFB adoption with both the Treasurer and National Finance Minister.
He could hardly speak more plainly than that so I am expecting that, if Labor is reinstated this Saturday, the price will lift (at least a little).
After that?
With FID for Project Lumina due before EOFY I think it’s likely a bit late for any tax loss selling.
And if all goes according to my best expectations there will be a solid capital raise accompanying the Lumina FID - hopefully priced at current market prices, or even higher.
IMO pettifogging around CAPEX is no more than that, however intellectual it may seem.
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