Well, I am still not a shareholder and I just cant drop EWC from a watchlist. My investment interest is gas (CSG and UCG mainly) and associated service industries.
I know I haven't done enough reading on this one, but the reading I have done seems compelling ... good story ... good cash ... good balance sheet ... a reasonable asset base ... income producing ... good growth prospects.
Could someone please bring me up to speed on a few issues:
# Do EWC have any arrangements to supply modular LNG facilities to any of the current LNG consortia in Qld, or elsewhere in Australia? If not, is this an intention and realistic possibility?
# Do EWC have near term prospects to develop some GSG permits in Nth Qld and supply for LNG out of Gladstone?
# Besides upgrades to the Asian power station, what are the near and long term drivers for this business?
With a bit of a leg up now from a few of you, I'll try to get more involved in the EWC threads.
Thanks in advance.
Dex
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