AFR Story, page-7

Not convinced cucbm are doing anything other than they have done from day one, the issue of early gas sales and payments plus what happens at ODP has been on the cards for ten plus years so management will be well aware of the road ahead. Similarly if they wanted to drive the SP down they could just block ODP etc. I do not think we are not getting the full story and the idea this is a significant upside to recent SP is insulting, the SP got so low and stayed there because the company failed to deliver against its own plan. ODP is massive for SGE and the time to sell will be 18 months plus. Oh all in IMO