Pouring out a whisky...13 Jun 2022 17:26
Today leads me with a headache either way.
John Henry is probably correct the market may be pricing in no drilling. There is the testing that we have planned.
As others have said a placing would have been ok and could have given us greater share - handled well.
The fact that PG has been hesitating, on the placing, leads me to the idea that the JV path is very far down the line. But the movements for me, like many, have been frustrating. That is capex projects for you. Very rarely is it easy.
One way or other big moves are afoot. The surveys should be very interesting they hit shortly.