When will Ellision make his move?. He already holds just under...

When will Ellision make his move?. He already holds just under 20% of NWE (obvious take over positioning) and 80% of the field oherwise via his pvt equity firm. BPTs SPA with BP-Singapore (and the tolling via NWS for Waitsia) will link WA gas to the JKM to a small degree as Mitsui and Beach are free to export at A$40/GJ net of transport, liquification & shipping o/s. I'd say after NWE squanders some cash on Pilbara small scale LNG. Export via tolling is where it is at, and he could probably delivery that with McGowen in time.