Sure doesn't look like a lot of confidence in them getting a...

Sure doesn't look like a lot of confidence in them getting a supply in time.
Here are the worries as I see it.
Santos was able to get a deal with Origin for supply of gas but LNG hasn't.
CSG is getting expensive to get out of the ground
The price going south quickly so you hope that the Chinese shareholders are not planning a cheap TO.
LNG have never done much right till now.
They even paid top $ for MEL and losing big time on that.
I also worry that I cannot see any analysts report about them.Not even on their own site.
And the positives?
Management says they are confident of getting a supply.
WCL price is not falling as much as LNG so still hope that a successful deal may happen there.Then MPO assets follow but will take a lot of moola from the Chinese and that will dilute like crazy.