MEO meo australia limited

tips, page-16

  1. 874 Posts.
    Ya

    My uneducated guesses:)

    1. KAR/CoP as partners - more exposure for CoP to feed/extend Darwin?
    2. CVX - adjacent interest.
    3. WPL - cause they apparently need more gas.

    I still believe that Tassie Shoals may well be part of any upcoming deal - would assist lowering "perceived risk" in short term.

    The floating LNG "Hub" concept would seem to be a more economical solution for the area - could ship to Darwin from either TS or Artemis OR ship to overseas customers - as required by demand.

    Including PART ONLY of TS should be part of the MEO negotiating terms to ensure that TS will be developed ASAP and not depend on future earnings or borrowings.

    Your comment re:
    "negotiations with its selected preferred farminee were at a very advanced stage"!!
    - to me this could infer that there is a 2nd preference farminee available if the 1st pref does not eventuate.

    Time will tell.


 
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