Fresh From The Cupboard, page-45

Seems like posters’ on another thread think charts, support levels, what the Don does with Obamacare and taxes, and of course what we do here in Aus is what causes the big changes in our SP, not factors like Canada showing greater support for utilities investing in LNG, greater use of LNG for cleaner marine transport, China’s expected rise in demand for LNG over the next five years or specific objectives being achieved by the company.

I think it’s better being here in the cupboard in times like these though I’d like to know what you’ve got in your pipe Saci, even I can’t see the SP going back to $0.50; and SRM777 you know here in the cupboard we refer to ‘Goldies’ in terms of what we put in our coffee or have on toast covered in honey right?!

A couple of other observations from the cupboard regarding the Stifel Investor Day presentation put out today 1. Looks like they are showing the artist’s rendition of Fisherman’s Landing from a new aspect and I see they are still projecting total production of 20 - 24mtpa so it would be nice to hear an update on what they think will come out of FL and why; 2.Under the heading: Why Liquefied Natural Gas Limited, the ‘Time to market matters’ stood out as the most important point for me; 3. I’d read the ‘Project schedule and milestones’ before which shows the NTP wasn’t expected until about April; 4. A clearer explanation on why we have an advantage relating to Feed Gas over Western Canada wouldn’t hurt, especially given LNG’s timeline in their Bear Head LNG project schedule chart still shows Finalise and secure feed gas path within the next two to three months and what I’ve been reading doesn’t seem to support that; 5. I’ve already seen what approvals they’ve got for Bear Head but I wouldn’t mind knowing what one’s they still need (After all, they told us they had all the approvals for Maggy and we still don’t have the NTP yet).

Finally, I’m trying to put some content into my posts’ Bort and not too much BS, and I’m happy to get news from the company but it doesn’t look like they’re telling us anything new here.