STX 0.00% 17.0¢ strike energy limited

less water maybe more gas?, page-181

  1. 6,363 Posts.
    lightbulb Created with Sketch. 782
    those LNG terminal cost trends (bottom of p14) goes to the very heart of what DW always said about the LNG producers..."if they can get their costs down by $1 per gj it makes for a $500mil pa saving"!

    In other words, there is a massive incentive for the Gladstone producers to access larger scale, therefore cheaper 3rd party resources (ie better than their own) as a way of making significant profits! STX is trying to prove up a resource that fits the bill!

    HC
    Last edited by Hardcash: 19/01/17
 
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