I think BNB own several power generation plants in QLD and eventually must have gas so are in a position where they have to secure gas supply now. If they leave it too long then they run a big risk of getting painted into a corner and screwed on price.Anyway I agree it is a risk and I would be very disappointed if ICN management did not have a plan B ready to run with. I cant believe I am getting optimistic,....I must be sick.
Occam
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