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Some nice beer money for the weekend. Not sure why it's run so hard since what was almost a quadruple bottom. Maybe just oversold in the 3s and long term value appeared. Add in twiggy and take over speculation might be pushing it. Or, someone actually is taking a position. Or, perhaps the resource upgrade is going to be better than expected. I'm tipping another 30-50Mt in that deep area to the NW towards Hartog. Could push it close to a 400Mt resource and a 40 year production profile. With it's current MC the SS is going to have to show an NPV of $5b plus, IMO. Will find out late this Q I guess.


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