coal seam gas a risk, jp morgan says , page-6

Sathyath,

Thanks for keeping us informed.

I suggest everyone have a look at ALL of your posts, Sathyath. Very interesting what you say, and on what companies you comment.

For instance, not only do you put in your negative comments on ESG, you are also doing the same thing on BPT! Are they also on the hit list for the majors for extra gas? I guess so. Goodness knows the projects in QLD will be sucking gas from everywhere - there is a lot of M&A still to come in the gas sector, isn't there Sathy?

And here is the really funny bit Sathy - on BPT, you highlight how the majors are investing in CSG, not shale in Australia. Here is what you said:

"End of the day whatever CSG Or Shale the gas going to end-up in the same street for Sale! Which ever the cheapest will get the buyers. The very important question I have is-

1)In Australia (forget US) which technology could produce the cheapest Gas it is CSG or Shale?

2)International big players (SHELL\PETRONA \TOTAL.....)spending billons in CSG -are they stupid?

3)Any International bigies invested Shale Gas in Australia?"


So Sathy, the rule of thumb is, if you are posting on a CSG target (ESG), talk up shale, and if you are talking on a shale target (BPT), talk up CSG? Got it.

Or is the idea to talk them both down, for the purposes of short selling?

Now Sathy, you never did tell me how and why you leaked on the Santos thread, (some days ahead of public knowledge), that a Santos cap raising was imminent. I'm sure Santos didn't much appreciate that.

Who would be motivated to push down ESG and BPT and Santos scrip? Wouldn't it be interesting to see your emails, Sathy, and to see who you represent.

Any disclosures you would like to share with the group, Sathy?

Yaq