2 trains reasonably profitable before capex +

two trains are reasonably profitable if you have the gas and capex is on budget.

i think these projects know they need to hit 3 - 5 trains to get the numbers to add up and if they did not expect to go past two trains they would have considered consolidation.

i think july and august all the work behind the scenes will come together. esg could have signed on the dotted line to erm months ago and others - they have not been without headwinds but we are close to payday.

i hope when this comes off we can all catch up and even DB - i like his writing style, smart wit and humour - i imagine we can laugh about his job with origin and all the hard hours he put in.