TEG 0.00% 2.0¢ triangle energy (global) limited

TEG Growth Opportunities, page-320

  1. 4,840 Posts.
    lightbulb Created with Sketch. 1099
    Lots of interesting theories on when or if TEG might get picked off.

    IMO cant see anyone taking the risk while the CH decommissioning liability is still lingering in the background. If that gets resolved with the approval of the CSS project and the offloading of that asset I think it will game.

    Hopefully that can occur before we spud in L7 next year.

    As others have said the North Sea and Indo applications if successful certainly complicate any future T/O.

    Also worth remembering NZO are still part of the farm in as well so STX or whoever will still have to deal with a partner…not sure if NZO have a say in any changes to the JV…but based on the TPD experience I’d wanna run a mile if STX came knocking.
    Last edited by Sk1nman: 15/10/23
 
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