There is some conjecture the LNG consortium may be considering a move on BOW which can only be good for the sector. I've read LNG's latest presos and they talk about GSAs with various CSG juniors. We all know how well that went for them first time around with AOE. They'd be mad to go down that path again. If they want 2014 gas out of Gladstone they need...ummm....gas. No idea how they'll fund it but they do have a subsidiary of China National Petroleum Corporation (CNPC) on the books.
ESG Price at posting:
68.0¢ Sentiment: Buy Disclosure: Held