What about USA LNG off-take (under LNG trading) with a cost of $3-4 per GJ and sold at $20-25 GJ using current aussie conversion once the ENN contract rolls off in 2024 (13PJ of volumes equivalent of 0.25m tonnes)
They have massively under quoted the upside on this over the next 17years - this cashflow at 11% discount rate is worth at least $2bn
What about USA LNG off-take (under LNG trading) with a cost of...
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