Where are your numbers?? you guys are splashing a lot of crap with no back up on both santos profitability and gas supply - in fact it reminds me of reading newspapers who seem to reflect what we 're saying on here? I see we quoted as "shareholders are desperate" - that's us on here..
All we know in any substance is that GLNG is making money at $40 POO with the dollar at 80c - the POO is at $44.43 the aud is 71c..
No-one posting is producing any facts whatsoever - I tried to show a calculation last night just on GLNG and got answered with riddles and obscurity and vague references to other vague sources - just like the newspapers have been doing for the past year.....
FACTS please - how much is Santos making or losing per barrel on GLNG - not in 20 years time but now or even in 6-12 months time - I don't give a toss about 10 years time or 15 years time or 20 years time its not material to whats happening and is to far off - we don't have any idea where the POO will get to in 6 months time let alone 20 years time...
Everybody jump ship - there is a likelihood that Santos Origin - BG will not be able to meet all their obligations in the next 20 years if they don't lift production in those 20 years - ffs!!!
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