Gents,
lets not be too critical. An extra dollar ($1) per GJ subsidy has just been thrown at this puppy. With 300BCF of gas the NPV could have come close to doubling. It is a substantial difference.
I still think that Sino will sell some of her assets to get some capital. Chinese companies will appreciate what the NDRC have released and the ODP. I don't think Aussie retailers or insto's for that matter care or understand it.
As El Capo has said above, we are on a sad march to the bottom of deep ocean. Catching the ride up will be a lot more fun than riding it down!
SF
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