price esg = future stable energy supply., page-5

On the AOE comparison ... I am no expert but most of what I read here on the AOE thread and occassional media comments indicate that the quality of AOE's gas assets are not top-notch, i.e. their coals are mostly less well saturated and don't flow as well and are more costly to extract than say the high quality QGC/BG resources. Hence to some extent the lower metrics and price. And as Yaq said BG looked at AOE and considered QGC's assets better. That's not to say AOE's assets are not attractive and won't attract another bid.

ESG as far as we can determine has "a VERY high quality resource" (to quote David Knox at STO) and it has to be attractive to many players other than STO ... so we expect a contested takeover and a bettr metric for ESG. I do anyway.

H