I haven't done my DD on LNG but I was under the impression they had to secure gas supply before 30 June for their port space at Gladstone? BOW would have to be the front runner for either GSA or straight take out. I can't believe LNG would be stupid enough to make the same mistake twice, although stranger things have happened. BOW mentioned first in the LNG preso of the CSG juniors, close to port, 100% tenements, no GSAs. Pretty well positioned at this stage I reckon although if it doesn't eventuate SP could stagnate/retreat pretty quickly.
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