Great to have you on board - But I tell you what... You are cutting it close.
Yes I 100% agree with the near term catalyst with TPD such as Waylering production and condensate sales.
$30m pa c/f with EV ~$70m isn't going to last long.
2 choices for me - Either the stock price flys north or a predator swoops in a take TPD out.
Either way TPD doesn't stay at these levels and it goes north.
With Gurvantes Mongolia project - I try to keep them separate. As I just don't see these as core assets to TPD. But Hey I'm hearing good numbers onshore $GJ in China so maybe Mongolia is the Makybe Diva of gas projects?
Either way with the number of Perth Basin gas exploration companies evaporating by the month (RIP WGO & NWE Tomorrowish) I expect TPD to be well and truly in the firing line especially at this level.