I dont know why you think we are selling 5 billion. Before we even got into rosgeo we were selling assets and in my view for less.....eua V2 appears not to be just about hydrogen. I think they are selling mt and perhaps wk which would have comprised almost all of our assets at the start of the fsp.
Whilst being able to renegotiate havieron may seem attractive the majority of it is already in newcrest hands. Adding in scally would increase complexity...delay significantly any realisation of the 5% in play..the share price may languish for quite some time whilst all this is negotiated. Are you prepared for that or bored already
If scally hits big then we should offer it out to others....that will teach newcrest because they know what havieron is already worth save further growth drilling
Supply on down slope may not matter short term...if they dont get a quick diplomatic solution sorted with rising producer prices combined with energy costs there is going to be an economic shock...already riots are taking place for food and it wouldnt take much for things to kick off here...this is no joke
In 21st dec rns the two parties were to agree the price mid feb....and then independent arbitration. We are at end of march so would appreciate thoughts on where we are at?