So it appears the macro picture for LNG globally is that possibly by 2021 the demand will be higher than supply, but more than certainty by 2023. This means 3-5 years away there's a big turn coming for demand and prices. Typical LNG projects construction take 2- 3 years? So based on this I wish to obtain some options/ probabilities for LNG. 1.Worst case would be no BTA for 3-4 years and LNG misses the boat. This could mean a CR of $100 mill (to keep the doors open?). Ie loss of current value altogether? 2. Best case BTA for Maggie in the next 6 months. This scenario turns into a Disallowed...( agree/ disagree?). I'm thinking there's something in between too say 60% probability that BTA occurs by 2020, which includes some form of CR (top up to keep the doors open ) sp drops to 20c but still turns into a Disallowed (being approximately a 5 bagger overall). This option could be more or less likely. Please comment about these scenarios good/ indifferent / or otherwise
LNG Price at posting:
45.0¢ Sentiment: Hold Disclosure: Held
