This year has to be devoted mainly to debt and liability reduction with minor capex tasks to debottleneck. There is only a tiny kitty and CTP borrowed from everywhere to get GAP up. CTP is making very good FCF, committed to balance sheet repair. This is dull yet transformative work.
Leon & team are as keen to drill as anyone and are no doubt droolling over next year's drilling program. Dukas and Range drilling are both free-carry and offer considerable up-side. We will have to be satisfied with that.
Ash
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