Accidentally stumbled across this while I was searching for something else
https://www.fostock.com.au/wp-content/uploads/2024/01/Morning-Update-03.01.24.pdf
The emerging energy powerhouse. STX, the largest holder of Perth Basin Reserves &
Resources, supplies natural gas to WA from its maiden Walyering project while progressing
its South Erregulla and West Erregulla projects. It has commenced first production at
Walyering bringing cash generation. South Erregulla aims for first gas in late 2024 and West
Erregulla is progressing through permitting for FID in mid-2024 and production in late 2025. In
a tightening WA gas market, recent consolidation and the potential export ban lifts make
companies like STX highly sought after.
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