another good day ahead..??, page-31

hardcash,
Absolutely no offence taken. Just healthy discussion.

I detest spin and lies like most people in the market, but love speculation.

Does shale have a place in the CSG to LNG space? Absolutely.

But it is far more speculative in nature than csg imo. And that is covered in the three reasons I mentioned above. The significant advantage that shale gas has over csg is that it is in the desert. Shale has a place in baseload power and additional trains beyond the current plans - but margins and timing are most important here for it to be successful.

I would be careful about getting too much advice from a fringe expert :)



SF