MEL Short to Mid term opportunities isn't export LNG but supply to the local markets such as local sales, CNG and Local power generation. This is where i see the opportunity is. I won't discount export LNG but it would have to be with the right partner
Consoldation and merger IMO is also a good thing to as Santos chief executive David Knox has said they are open to
"bigger and further collaboration, especially where it avoids duplication and creates synergies"
http://www.theaustralian.com.au/business/mining-energy/costs-force-shell-to-eye-merger/story-e6frg9df-1226520714960
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