Thanks for posting this. Big line for me was that there are...

Thanks for posting this.

Big line for me was that there are already agreements for 12tcf of gas between Sable and Tatanga.

If I recall, the Sable Chemicals agreement was for 0.5tcf so Tatanga must have agreed for the remainder? That's a huge amount. One tcf of gas is worth somewhere between $3-$5 billion based on some amateur hour researching. Multiply by 11.5 and that's a very big number (more than 100x times our current market cap)

Could be more or less, but either way, would be good to see a binding agreement with Tatanga. Maybe they put the upfront cost of the infrastructure and we give them a discount on the gas. Win-win?