I don’t think Strike’s success is dependant on the export policy being changed. It can be successful without any changes and the continued narrative that is gambling on this policy being changed is dangerous to the SP.
What makes you think Ellison is trying to help all gas companies? He is most likely trying to help himself first and foremost.
Please don’t mistake this as down playing the stock. I think expectations need to be tempered as many here are gambling on a favourable news outcome that may not come.
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