It's the looming shortage of gas supply in Eastern Australia, both domestic and export that make AJQ very attractive. I cannot believe that NSW has banned CSG exploration after a warning that supply to Sydney would be limited with imminent rationing warnings announced last year. Ditto for Victoria where governmental moronosity has banned the drilling for gas thereby shutting down an entire industry. The price of gas in Victoria (if it can be supplied at all) to industry is set to skyrocket probably putting most of Victorian manufacturers on the endangered list. No small wonder the Chinese and Americans are chasing Australian gas.... next come the Indians.
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