We rip into today’s show with a chat about Lotus’s (LOT) Letlhakane scoping study, which seemed to miss a key detail or two, then we moved to the big WA DomGas policy and the ramifications for MinRes (MIN).
We round off with a chat about Kingsgate (KCN) and all the companies that came to mind who’ve ventured into South-East Asia, including Emerald (EMR), K92 and X64.
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(0:00:00)Introduction
(0:01:48)What's missing at Lotus?
(0:14:16)WA DomGas make the changes
(0:23:12)Will MINs sell their gas assets?
(0:28:36)Gold mining in Thailand