RE: Investor Presentation9 Apr 2025 17:07
I like all options inc MD ! So the presentation was good , watched live & a rerun , gluten for punishment, yes this has a risk , but all the turmoil in the barrel price will blow over soon enough. In reality RKH won’t be producing till late 27early 28 & in that time Navitas will be pumping in the gulf , building a war chest . I can see an interest in bor by Nav , but it won’t be cheap . The best reason for a tie up would be shared operations & maybe nav farming into RKH south basin , but who knows gla
Ps could BOR use the EIS that RKH have or am I thinking rubbish?