the catch-22 of reserves and takeovers, page-14

Great to see we've got back to a thread that is a genuine discussion for a change.

Have a listen to the BOW BRR from the 27th . So many similarities to ESG in terms of market perspective , demand etc.

Also , see LNG's recently announced 'gas delivery plan '. Even though they have a holding in MEL , it appears they are giving themselves the option of sourcing from pretty much anyone via the hubs , thus increasing the demand for gas.

I dunno , the sp is rubbish and yet the Gladstone story just keeps getting bigger. How much longer can this go on ?