Changes in the way a company contracts its deliveries is very...

Changes in the way a company contracts its deliveries is very important as risk changes and that can affect margins along with execution through a a trading intermediary rather than a end client being the contracted party. All have different risk profiles and some can be managed obviously by shipping contracts etc but that is a skillset STO have to acquire in house or already have. If it represents the Aussie politics of STO or any oil / gas supplier being less reliable to point where all clients request such delivery if affect WDS as well and any prospective exporter.

Positives here are that STO has effectively contracted forward volume and that means it will have that excess . I hope that means that it is extra production and expansion of export capacity and not that other existing clients are getting gas elsewhere and this is a replacement of those?

Is any of this significant - it is all about the details and if shareholders have enough information to make decisions about market, government and long term sales that do affect share price.

The lack of details and end client are odd as usually there is more information provided