CTP central petroleum limited
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ACCC picks fight with gas exporters over domestic supplies

  1. numeraire
    450 Posts.
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    02/03/25
    00:19
    Post #: 78095133
    This could escalate quickly if the ACCC propose to exclude exporters buying from domestic suppliers.

    It'll be a clayton's reservation policy that could very easily receive political support given the forecasted gas shortfalls.

    Any move like that would see a flurry of M&A and JV activity by the majors, which should bode well for valuations. https://hotcopper.com.au/data/attachments/6847/6847118-34587f78aaa8a3e504fd2ef2877c3607.jpg .


    Last edited by numeraire: 02/03/25
    CTP Price at posting: 6.2¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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