https://www.google.com/amp/s/amp.abc.net.au/article/101863842
the investor presso answered my questions.
definitely easier to devlop the cooper as it has existing infrustricture reltive to Narrabri. Politically much easier than a new development.
Cost is $8, margin $1 to $2 Gj. Or $4 if domestic gas stays at $12. The LNG price is $25 GJ atm.
https://www.accc.gov.au/media-release/gas-supply-outlook-improves-but-shortfall-still-possible#:~:text=The%20ACCC's%20latest%20gas%20inquiry,to%20prevent%20a%20domestic%20shortfall.
Domestic gas is in shortfall unless Santos holds back exports. So Santos needs gas st $8 domestically to increase exportat $25 Gj. Good trade. Go Beanbush. Then Gobble BAS.
https://www.google.com/amp/s/amp.abc.net.au/article/101863842the...
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Last
7.2¢ |
Change
0.003(4.35%) |
Mkt cap ! $20.40M | |||
| Open | High | Low | Value | Volume |
| 7.0¢ | 7.2¢ | 6.8¢ | $40.13K | 588.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 173010 | 6.8¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 7.4¢ | 99614 | 1 |
View Market Depth
| Last trade - 16.10pm 02/05/2024 (20 minute delay) ? |
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Last
7.1¢ |
Change
0.003 ( 2.90 %) |
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| Open | High | Low | Volume | ||
| 7.0¢ | 7.1¢ | 6.8¢ | 84746 | ||
| Last updated 15.17pm 02/05/2024 ? | |||||
| BAS (ASX) Chart |