STX 2.50% 20.5¢ strike energy limited

The Value of success at Jaws and WE2, page-9

  1. 5,348 Posts.
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    I think the SCBGP is hard to value at this stage of appraisal.

    WE is the opposite given the recent transaction next door and projected resource size.

    11TCF on the SCBGP is massive in anyone's language, and on the face of it worth well over $1 by itself if it proves to be a compelling economic project.

    IMO
 
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