Hi Andy,
Before I saw your reply I'd already done the Adam Bandt thing "Googled it" and got ...Definition of Panglossian: marked by the view that all is for the best in this best of possible worlds : excessively optimistic.
IMHO - regardless of any Kumbaya greenies and starry eyed brokers - Australia is eventually headed part renewables, part fossil fuels and part nuclear but will need gas, and lots of it for a long time, to transition.
Further to IMHO - regardless of Australia's already barely satisfied domestic demand, there's already strong and long term demand for Australia's gas ... and these sales don't add to Australia's carbon count.
BLU is well positioned - while it's not yet producing, it's in the middle of the action, it's not a start up and big customers will soon come konocking (possibly with a pipeline proposal).
GLTAH, LP
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