"(At worst case for AOE/Shell, a BG controlled PES will have to sell the gas at an arms length price. If it's going to cheap AOE/Shell will be able to offer more, and the directors/management of PES would have a fudiciary duty to accept. Presumably contracts will be structured to give BG the edge. Shell won't like not getting the downstream benefits as they are into LNG marketing etc.)"
Spot on Entropylord.
Spot on. And Bg wouldn't like it much.
Buddy
AOE Price at posting:
$2.48 Sentiment: LT Buy Disclosure: Held
