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https://pemedianetwork.com/petroleum-economist/articles/upstream/2022/falcon-pursues-australian-shale-gas-opportunities.
I do not think there is anything new.
I do not think Tambo has good relationship with Santos. So for Santos waiting one year is not big deal but for Tambo it can fatal they will run out of cash with their Maverick well and if comes at low flow rates they are done.
Intresting thing Tambo mentioned "Subsurface Dynamics, Inc." to help them to find the best way to run the frac job. Origin is their customer already https://www.ssdynamics.com/#ssd-home-clients
If I remember correctly initial flow reports from Origin were 1MMSCf/day from 600 meters for 30 days. Here we have ~1.4MMSCf/day from each horizontal well which is about 600 meters. so it is about 40% better result then Origin. At the time falcon moved up to ~30 cents US. So I am suspecting market expectations were set on the much higher numbers and this is direct reflection on Tambo leadership who clearly talked way too much and now getting burned. POQ tactic to say nothing appear to be right approach. Unfortunately it may take another 6 months before we have anything intresting...
@newtofo only mobile access for the few days. Will post it ones I get to the real computer. I found both drill sites before so it should not be too hard to find again