STX 2.22% 23.0¢ strike energy limited

Analyst Update, page-267

  1. 145 Posts.
    lightbulb Created with Sketch. 53
    Good pick up.

    Although it seems the article is stating sept quarter waitsia gas, whereas the BPT announcement clearly stated q1 2025....and I'd imagine q2 a real possibility given their talk of ramp up.

    maybe they can soak up some of that w5 surplus before we cut into the db pipe.

    But I get your point....why ask to have it returned at a later date rather than just sell at spot minus a discount? I guess BPT see no harm in trying one on (as they did with WGO).

    Seems BPT and STX would both be negotiating from weak standpoints...
 
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