STX 2.56% 20.0¢ strike energy limited

Analyst Update, page-267

  1. 149 Posts.
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    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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