Many thanks Grogan.
Great that current negotiations cover 3x MLNG's total capacity illustrating the demand is there even if timing remains uncertain. No wonder Stonepeak eager to upsize.
My sense is he would want to avoid overpromising hence 6-18 months. So long as POO and LNG keep nudging up (Russia now aligned at least in its rhetoric with OPEC for production cuts) and the macro environment improving, sooner or later someone will sign for fear of missing out on MLNG's finite capacity.
NTP/ close out of Sierra for peers was 3-7 months, which suggests latest Nov. Would be great to finally get the frustrating regulatory process done and dusted by the AGM (17 Nov).
- Forums
- ASX - By Stock
- LNG
- Meeting in states
Meeting in states, page-11
-
- There are more pages in this discussion • 46 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LNG (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
I88
INFINI RESOURCES LIMITED
Charles Armstrong, CEO & Managing Director
Charles Armstrong
CEO & Managing Director
SPONSORED BY The Market Online