Yes definitely interesting find, shows there is more to this Shell partnership going forward than has been rns’d. This is what was inferred about in the video too, processing neighbouring producing fields
I like their target of 4 billion cubic feet per day of LNG once all trains running and Shell plant fully operational. The domestic price of $2.50mmbtu equates to around $10mill/day but the international market is where the real money is priced at ca$13. Equal split international and domestic would equate to around $32 million per day. Would like to see some institutions taking some stock as mcap around the right region. Let’s get the Shell deal over the line and then I can see a re rate. They will have the land, processing and transportation to global markets. 52week low of 20.5p and sp around 23.5p now. I think theirs some upside here short and medium term. No wonder the bank are willing to loan the money