Some random thought bubbles after looking at the...

Some random thought bubbles after looking at the presentations/webcasts of TBN and FOG after being trapped at home with a bug.

-2x3 k laterals and results by the end of this year/early next, long wait for the next 4 wells? they (me2) hoping/expecting for good results...use the results to focus on talks with big partners related to east coast/NTLNG?

-STO committed capex spending falls off a cliff in 2027 once Alaska/Barossa is done (pnglng/narrabri???<extra cashflow from Alsaks/barossa easily carry those), WDS scarborough is done in 2026 and in yesterdays report LNG is still one pillar of growth they want to grow....I always assumed it was STO and Inpex the obvious partners.

-NTLNG concept study this year...takes ~ 5 years for LNG export plant...would mean FEED/FID/etc...would need to get cracking at the same time for East Coast/NTLNG. IE next year...after the results from the the first 2 wells....
https://globalenergymonitor.org/wp-content/uploads/2022/04/GEM-Briefing-LNG-Terminal-Development-Timelines.pdf

-Curtis Island mobs off Gladstone agreed to some level they should of collarboated rather than built three separate plants, three bridges to the same island....is NTLNG required..expand itchy bum and Darwin LNG....NTLNG a bargaining chip?...ergo STO/INPEX dont treat TBN as small bit players but equals or we will build our own which I am confident TBN could pull off anyway.

-FOG potentially puttin up the forsale sign for the right price in 18-36 months..STO/Inpex/WDS or other majors would be suitors

-potentially FOG not offering capraise to retail shareholders...what discount given to the private investors...how much dilution

-APA all getting on the front foot for pipeline regulations review
https://www.theaustralian.com.au/subscribe/news/1/?sourceCode=TAWEB_WRE170_a_GGL&dest=https%3A%2F%2Fwww.theaustralian.com.au%2Fbusiness%2Frenewable-energy-economy%2Fapa-group-warning-over-pipeline-regulation-review%2Fnews-story%2F5f62bf591bc8608d324cc966ba189a4d&memtype=anonymous&mode=premium&v21=HIGH-Segment-1-SCORE&V21spcbehaviour=append