Gas2all,
I think you are way too optimistic - if we see any real progress by the QR release 31 Oct I"ll be surprised.
Not sure the concerns with Iran are going to do much for the poo, but must give some long term reservations to LNG buyers becoming too reliant on Qatar. Take a lot longer for an LNG terminal to recover from a missile attack than oil export facilities. Also much more concentration of LNG supply than with oil, esp wrt Qatar. Australia and PNG must look comparatively very secure.
Hopefully WA 389 having the right address is also geologically attractive!
Interesting that Santos are still holding their Barikewa stake, presumably see it as more attractive, or at least more core than the PNG assets sold.
Seem to have the opportunities and finally a good cash flow, now need a little luck added plus some time imo.
EL
annual report, page-7
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