Yes its all about the BTAs =Contracts and $ stream
Will take years before $ are seen after BTAs are signed...
Cost blow outs, disruptions, delays ALWAYS happen with start up models ...
>>>i get a feeling lots here think this will go to 4 bucks (as previous ) after BTA announcements (when & If they happen)
My view of the LNG world is SP MAY go to 3 x current level ....say a buck 40 and will then drift lower unless more BTAs signed or actual $ coming in ....
..In the meantime SP will drift lower and im tipping will drift to 30's .........
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Yes its all about the BTAs =Contracts and $ streamWill take...
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