are origin shares worth for long term , page-45

My thoughts.
APLNG price linked to low oil price that they expect for an extended period. Loss of ~ $600-$700m p.a. in revenue + some cost overruns already factored in.
Assumption on contracts? Reliability of Chinese as customers to deliver on take or pay contracts if there is cheaper LNG available? I have had been close when Chinese customers reneged on contracts in another life (they fabricated a reason to do so) and I think take or pay contracts between for example coal miners operating in Australia and Aurizon are much more secure than take or pay contracts between Gladstone LNG and the Chinese.
Does ORG have capital to grow and develop other resources and business with an LNG yoke around its neck?
Cost reductions being sought (but not yet delivered) $1bn costs out as construction finalised and $200m from operating?
Oil production will fall but unsure when – not soon everyone is saying. US shale has been able to reduce costs more than people expected it could. Can Origin do this too?
Origin has a number of strings in its bow so is a little safer?
STO and ORG are probably good buys long term. Both suffering over LNG and low oil price. ORG better pick long term - renewables, retail business, etc... cross between AGL and STO. So is preferred pick.