I think 2012 would be spent getting a few more wells in place to...

I think 2012 would be spent getting a few more wells in place to support the production facility - opinion only.

You would think Alcoa's ony reason to hold out would be price based, i.e. Warro goes well (no pun intended) and they offer a lower price to Ego.

I can't see that they would be able to do that, the gas shoudl have to much demand.

Perhaps its a timing thing, i.e. Warro goes well so the agree to buy Ego gas only until 2014 etc?