Tend to agree @thebarry111
i see no alt offers until a firm bid is on the table from EIG.
i cannot see this govt approving giving away its control of LNG to overseas parties easily. Whether this is through FIRB or other control mechanisms is yet to play out
peak industry profits right now distorting long term valuations
I still tend to think that a local super consortium or merger more likely than an overseas back consortium.
All IMO so a lot to play out yet, as we dont even have a formal 1st offer
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Tend to agree @thebarry111 i see no alt offers until a firm bid...
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