My basic view is that the CSG play in Queensland going to be a bugger to get up and running in time for the LNg plants, hence BG, Shell and Total are going go....bugger we need gas.
Where from, well either Santos or Beach, do we buy it from them or just buy the company before Beach Directors and the investment/shareholder realise what value Beach has. Just look what BHP paid for a smaller reserves onshore USA!!
So I looking for an offer for Beach soon, and I expect there to be competition as well.
My basic view is that the CSG play in Queensland going to be a...
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