7.5c gone, page-41

Foxtrot, you haven't missed the boat at all. You have merely missed the beginning.

CSG didn't get started in a real sense until the first corporate activity of significance, which was Origin agreeing to a full takeover. Then Santos agreed to a JV on CSG alone...which really threw the cat among the pigeons in terms of valuations.

We haven't seen anything yet.
Australian CSG assets are barely 10% of the valuations in the US. Mostly because they are far more advanced in their industry, but it also goes to show you how much further there is to go in Australia.


Shale is kick starting the US economy and will change the world.

Shale is the next boom.