Happy was wrong, they were pedaling FID in 2026 and were clearly trying to get price down, adding "its priced in" is what they always say to try create doubt.
Maybe. But there is a slow period now. Oil price is now much more important than pre FID. We don't want $40 a barrel come 1st oil, or next year for that matter. A low oil price could lead us to a cheap take out.
I don't think the current situation of Nav and RKH will be the same by 2034, or anywhere near. That they will gradually use the SL funds to bring in Isobel etc. It could look very different in 6-12 months if others come knocking.