A reminder about what Deutsche Bank said about the value of a 2,000PJ GSA to ESG.
Hardmano quoted from the Deutsche Report:
"Deutsche considers ESG undervalued at present with a target of $1.10 and that signing a 2,000PJ LNG off-take agreement would add between $0.62 and $1.46 to that ... so up to $2.56."
That is what I would call a 'company-making' sales agreement.
A win for ESG, and a win for Santos?
Yaq
a gsa with santos?, page-2
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