MB, Glad to hear your thoughts. Some comments below.
My understanding from the recording is that it's not the case that the recording didn't start until page 12, but instead that the presentation only started at page 12 (from what was posted on the ASX) on the day. If you follow the link to the presentation from open briefing you will also find that what you refer to as page 12 is page 1.
Page 7 specifically says "up to 8.8mtpa". Listen to the audio again and you will hear mention of how they have been working on increased efficiencies from trains and the 8.8mtpa. However they don't mention any specifics.
Flexibility in relation to page 12 includes BTA's vs SPA's etc (with as mentioned SPA's actually being what most customers figure out they really want).
In relation to your comments about IDG and china: the low-level vs high-level talks are in relation to IDG's introductions only (i.e. Chinese - and potentially some other Asian buyers), they are not in reference to all discussions the company has had. China has been a more recent target of negotiations and clearly those discussions were improved with IDG's help. This doesn't mean discussions in the past which the company believed would bear fruit at an given point in time were not at the highest of levels.
I didn't interpret the 50th minute comment in the background to be about Pierdare, and I didn't at all hear that "they don't want attention to be dram to the fact that there is no supply to Nova Scotia". All I heard was a non-specific comment saying should we move this along. That could be something nefarious or also something simpler in terms of the allocated time for the meeting going to run short.
LNG Price at posting:
47.5¢ Sentiment: Buy Disclosure: Held
