its more complicated than that.. globally gas consumption is on the rise particulalrly in asia, japan, china, Sth korea etc.. similar fundamental shift to long term oil.. local market has its own peculiarities but over time will see long term price increases..
personally if nxa land good porosity in crux2 and nail longtom reserves and FID expect it will run well ahead of AZA. this then raises all sort of permutations re aza's Nexus stake.
a lot will have or will be rebalancing once nxa risk more adequately defined.
my opinion only.
AZA
anzon australia limited
