It is worth reminding punters reading this that OSH doesn't have...

It is worth reminding punters reading this that OSH doesn't have a $2B pile of cash. They have a debt of around $4.3B and cash of around $900m+ whatever they have accumulated over the last 6 mths plus a debt facility for $750m (ish).

So liquidity of $1.7B which would rise to about $2B when they IOC deal is completed (is where you have your $2B cash pile number from Sircorp?).

Either way long life, low cost projects are long term winners.