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13/02/23
08:50
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Originally posted by Lethal70:
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I would think a junior JV partner in 4 active commercial projects is a lot and as you say cant see us becoming the main operator of any projects in the foreseeable future. 3 working days until the MOU expires and 6 - 8 weeks from production (hopefully) i feel we are safe to see a rerate before any offers are made but not sure how long before STX is a target and the impact on us. Ideally it would only be Walyering with Mongolia progressing to be the monster we envisage. I reckon TMK have 6 months cash so will be interesting to see what Petro do and surely any cash injection into the project or TMK should get our SP moving. Its been painful of late but cant help the next leg up will make it worthwhile
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Morning Lethal. Should we be expecting an update from TMK and/or TPD today on Petrochina MoU? I find it hard to comprehend that it would just be ignored, what are your thoughts?