Someone issued a register recently of the deals / HOA being done. Would be good to see that again - as it contrasts the rhetoric from management.
I see today that: 1. Poland has signed up for another 1.5mtpa from Venture Global from Plaquemines terminal which hasn't reached FID yet 2. Gunvor has entered HOA with Commonwealth LNG for 15 yr offtake.
I appreciate the latter is a HOA, and the esteemed Greg Vesey has said previously he wouldn't bother disturbing the shareholders to tell them he has a HOA as it is non-binding. But as we stare into the abyss and every other US LNG project around us is moving forward - I know this shareholder would love to see anything that doesn't resemble "malaise".
LNG Price at posting:
27.0¢ Sentiment: None Disclosure: Held
