My two cents...
The 20% discount offered to the investors represents the remaining risk in the project.
Having already hedged the risk risk I don't see any of these coming on the market as day trades or in order to make a 5% return.
They will be looking towards to fraccing and the potential multiples.
News on DFIT model for T2 would be good, also explain for why the last 100m or so isnt logged...
Happy to keep buying on the down here
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