market bored and so am i, page-15

Many of do not realise that:

a) Japan as a country is the world's biggest LNG importer

b) They are one of the few SEAsian Superpowers not to have a foothold in the eastern seaboard LNG projects (Korea, China, Malaysia do)

c) ESG's JV partners are Toyo and Hitachi. Other eastern seaboard LNG projects have partners, thus the most logical decision for the Japanese would be to participate in NLNG should they wish to participate in Australia's LNG boom

This is why I like ESG and WCL. Japanese.