RE: News Inbound - Sharp rebound6 Feb 2025 17:35
Excellent post Both. Also, we're a diversified play with not just 2 basins but also NG too, which will be a good hedge against any future He price risk as more He capacity comes on line globally. The NG can't be overplayed in my view because, eg Aussie NT corps like Central P are producing to serve growing east coast demand via a recently upgraded pipeline, although the latter has,I I understand, had its teething problems, now being resolved. Mt Winter will be able to tap into this network. A similar opportunity exists on west coast too with Hussar. Gex is so much more than a He play,although the He is,of course, attractive on itself: Aussie no longer has any He production and currently imports the lot. How about that for an opportunity! GL.