go to santos ffn preso on hotcopper, page-36

psi81

All speculation isn't it! So many possibilities. Yesterday's news was that ORG is edging closer to FID so consolidation is looking less likely by the day. Bit of a stretch don't you think to talk about ESG's gas as being stranded 9unloved and unwanted) just on the possibility that STO might consolidate its project with others? We know BG is ambitious for more trains and Shell nereds badly to grow its project. ESG's gas should become more and more sought after! Why do you think we haven't seen any deals done for ESG's gas yet? They could have sold it many times over .. but quite obviously they are waiting to get the best price. And also quite obviously LNG sales are goig to achieve that moreso than domestic.

H