DC has said many times that what caps the "P" is the Quantitative MOUs he has plus the Wilga park consumption.
Wilga park + 3xMOUs with numbers in them.
Market constrained and still drilling.
Until he gets some more Quantification in the way of MOUs that have xxPJ/yr type entries how can reserves be conjured up ?
I agree absolutely there is more good gas supply than Market so Market is the King
The first GSA will be well rewarded by the share market. Newbies will flock to Buy and PatientOldies will flock the Sell side to match.
Cheers
ob on lng project and reserves upgrade, page-14
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