The results are due on 22nd August, FYI.
I've started this thread to centralise comment on expectations and the eventual outcomes.
These might be the most pivotal results in the company's history, though IMO much hangs on whether they include a reserves update with or before the results. They certainly COULD make such an update IMO....but whether they will do so may be a slightly different question, depending on the expected future path of proving up reserves (and perhaps on whether a sale of the Vietnam assets is actually in the offing).
Another matter which surely WILL be addressed at these interims is the prospect of some form of dividend.
I remain of the view that a deal to monetise Vietnam is closer than many seem to expect though, with the emergence (at the AGM) of the connectivity potential at TGT , there is a credible case for delay. I'm also of the view that the price tag on VN will have increased since the AGM, with the start-up of H4 (as indicated by the buy-out of the Vietnam minority, IMO).