db,
not having gas from two trains is a convenient myth?
I might ask where that comment was when you said this:
SF,
a very good analysis
I think you have highlighted the reason they expanded their GLNG area to those adjacent nearby tenements so as to get the potential Reserves/Resource UP to give them a better gas margin ((3P+2C)/2train Requirement). Based on the old reserves report from end 2009 I calculated that this margin was only about 91%. They would want it well over 1.5 or so.
Cheers
talking of HC TOU. Its 'illegal' to have two accounts and one personality, not illegal to have one accounts and two personalities.
like I said, a cheerleader shagging the opposite teams captain.
SF