Reading the articles posted on the macro environment and the availability of competitors projects, if I were in the market for gas I would not be in a hurry to sign a BTA. There is no apparent need "snap up" a deal even if we are cheaper.
Actually if we get a BTA before Christmas I will eat my hat!
The better resourced sales team will make another push in the new year and I think Feb will be signing month. Once the next one is signed then hopefully there will be pressure on customers to lock in for the remaining capacity.
LNG Price at posting:
$1.16 Sentiment: Buy Disclosure: Held