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icn - dyor - understanding shale & lng, page-3

  1. cmonaussie
    11,257 Posts.
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    17/02/13
    16:02
    Post #: 11430569
    And just to get y'all thinking, highlighted in the report it notes,

    Cooper Basin cost of production $4/GJ (1 GJ approx 1Mcf)
    Pipeline and Liquifaction $5/GJ

    So assume costs at $9GJ and we are selling LNG at $12GJ that is the $3/GJ (or Mcf) Netback to which I refer.

    Keep the perspective.
    ICN Price at posting: 21.5¢ Sentiment: LT Buy Disclosure: Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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