Sooner or later China is going to realise that the best way to confront their horrendous air pollution situation (and climate change to boot) is to quickly phase out coal generators and replace them with Combined-Cycle Gas generation using Aussie gas. You know it makes sense.
And while I am talking environment - the NEGI reduces the need for NSW & Qld to frack on agricultural land. It is a big win for the environment.
AJQ Price at posting:
14.0¢ Sentiment: Buy Disclosure: Held