Good to see the ADGSM won't affect GLNG as much as first thought:
"Santos has still made some progress in its lobbying since the mechanism was announced in April.
The draft documents say third-party gas contracts GLNG has signed on reserves that have been developed specifically for export will not be counted as gas it is drawing from the market."
http://www.theaustralian.com.au/bus...n/news-story/3a0fb9077246208bdaacc8479c8cace0
Can STO survive, page-693
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$7.30 |
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