absolutely agree with you GQ - i think all SXY is doing with their CSG assets is working persistently to de-risk them.
that is the name of the game - de-risk the asset, then onsell where appropriate.
funds from the CSG assets can then be utilised to better advantage, by leveraging their C/B assets.
far more upside for SXY in C/B than in CSG assets.
and of course, SXY has a "natural" buyer of the Qld CSG assets in BG.
so in time, I am sure we will see a rationalisation of the CSG assets.
cheers
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