BRILLIANT post SF...worthy of thumbs AND fingers!
I'm sure that the H man will assume the role of most thunderous tackler at the AGM on these issues and yes, it will be interesting to hear the answers.
You are probably right on the money with your "ongoing issues" scenario...but realistically, this is purely a timing matter to solve any problems.
If it was easy, everyone would be doing it and when they write the history of the NSW CSG industry, this issue might rate half a page...but they may end up with this sentence:
"and the resolution of this matter is recognized as the birth of this great industry!"
Upon reflection, did Casey NOT deliver on a commitment?
Or, did we put too much expectation out there and PRESUME that the market would want flow info to make them enter the SPP?
I cannot recollect Casey or anyone saying that they will deliver the flow info.
BUT the "1300+ by year end" commitment is etched in stone.
To miss this one would definitely be a body blow.
So a realistic summary would suggest that we might not top out in the SPP...but we certainly have suffcient money to do what we need to do so that we can present ESG to the market looking like a golden brown "pumped-up" turkey on a thanksgiving day table.
The big boys will be salivating! Santos will be jealous!There might even be a fight!
I think all we need do now is sit back and let the events unfold.
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