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.
two trains are reasonably profitable if you have the gas and...
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