price expectations, page-5

The value of the assets haven't gone through the roof with the situation in NSW, they are contracted for 20 years already linked to JCC POO.

Seems to me that they are slightly more valuable for any bluesky production over contracted volumes but that is years away. Meanwhile other players like Arrow and other sources like Cooper Basin have time to get their act together if it is commercially viable.

I'd love it if 80c ends up on the table but it's not going to happen.