Just watched this presentation, The things that Neil touched upon regarding delays in getting the remaining wells online are legit. There is a pecking order in the cooper basin so securing services up there isn't the easiest thing. This team has a proven track record and knows the area. I've decided to load up on my entitlement and extra if I can get it.
The CO2 production angle was interesting and flies in the face of everything the mainstream media are peddling. I'm going hard and long on this, my initial plan was to trade it but I think there's more to be had from a long term hold.
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