LNG high prices virtually unheard of in recent times.
Also there is an article in the AFR weekend referring to the disconnection of energy stocks and the rising price of oil and gas.
The article is making reference to catch up in the stock price is a matter of time. They did mention in the article three only concerns:-
a) due to increase in steel the cost of Scarborough will be more
b) possibility of share raising
c) resolving the CEO appointment.
The ESG is basically considered in the article as hot air today and less relevance tomorrow as oil and gas has a long way to go before we see major structural change.
I think the dilution is the big risk.
If half yearly announces no dilution the stock would go through the roof
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