yeh good pick-up TBE.
this from LNG ASX release this morning.
Good potential for either BOW or WCL/Mitsui. Less probable for ICN even with their MOU.
..."Gas Supply
Following the removal of the exclusivity provisions, in the Heads of Agreement with Arrow Energy Limited (ASX: AOE Arrow) the Company has been actively progressing, and is close to finalising, the basis of its proposed gas supply plan for the Companys LNG project. While the failure to agree a definitive gas sale agreement with Arrow has been a major set back, particularly as it relates to development timing, the Company remains confident that it can structure and deliver on a gas supply plan for the Companys LNG project....."
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