The sp seems a little more stable today. After consulting the cards, the tea leaves, my shaman, the groundhog, the crystal ball and generally being an optimistic bugger, I am hoping that the worst of the falls are now over.
It seems to me that we are undervalued at this stage, given the costs to get all the permits and sites, technology etc but I am not sure that the uncertainty around the trade war is going to make us a desirable TO target for now.
If the trade war can end then yippee - we are back with a decent chance. What we need is a Presidential bromance to get the job done!
LNG Price at posting:
26.0¢ Sentiment: Hold Disclosure: Held
