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24/04/21
21:04
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Originally posted by relaxed:
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It's going to be a commercial secret, so I doubt even the JV partners know each other prices. Let alone outsiders like analysts. You also can't compare the prices without knowing the full terms of the contracts. E.g. how much are prices allowed to increase/decrease and under what conditions, are the customers obliged to take the gas under all circumstances, penalties, etc. A contract might have a lower price in exchange for more favourable terms and/or lower risk for the producer.
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That's kind of my point.. no 1 knows.. so when people here like to think WGO somehow scored a massive coup over STX for their GSA.. no 1 has any idea what the real terms are.