Good points. The only liquids project mentioned by HZN has been Stanley PDL 10 with no details mentioned. Perhaps Stanley has even better economics?
Kina has given us a window into the intensive work that is going on behind the scenes and it is obvious that Horizon is going all out to commercialise at least one PNG asset in the near term. They are very busy even though they are not announcing their step by step progress. Imagine the SP if they announced they were commercialising a $3 B + project.
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