Hi DSD, it takes a while for production to get to market and the...

Hi DSD,
it takes a while for production to get to market and the million dollar question is how long will prices remain in the toilet? Will they have turned by the time a new plant is established?
Regardless of what we post I do believe Botten has plans for OSH to have its own train.

For the cost of production that oilsearch has and they manage their business properly, I would say yes but as for some of the more poorly managed lng projects, I would say no.

The big thing OSH has to its advantage is it takes only a few wells to fill a train ( in the multiples of 10's I'm guessing)
CSG it takes 1000's of piss ant wells as the supply per well is no where near as good and decline rates are very steep.
The cost curve gets amplified due to the sheer volume of wells, so things handled poorly exponentially accelerate and grow over such a large volume.