Just the Gas Supply contracts being updated and pushed out to reflect the likely timelines (ie construction to begin in 2025...operational in 2028 etc.)
Interesting how much of the NT supply is being used by ARU.
FYI - I am meeting with CEO on Wed. Should be an interesting meeting.
I have been doing alot of calculations...and my short term hopes have been dashed...but ARU remains a great medium/long term investment. I'll write more after Wednesday.
Still trying to land on whether the government support is an indicator of likely success or a bit of right time / right place. Or, as often is the case, a bit of both.