Look at it this way Jordos, in this bear market Freneau kicking off this month wouldn't get any attention. Whereas cash flow from wagga is probably more welcome. Hopefully by August the CSM bubble will have burst or deflated and people will be returning to traditional plays. Having said that perhaps CSM is a bubble then eventual "LNG parity" will do nothing to harm MOS's SP.
Companies like MOS are the potential swing producers for gas to supplement CSM offtakes. East coasters are going to have to get used to paying more for gas regardless.
All IMO.
MOS Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held
