GZ I partially have to disagree with your comment of 15 TCF =...

  1. 338 Posts.
    GZ I partially have to disagree with your comment of 15 TCF = $20.

    The standalone LNG plant is commercial at 7TCF, which means the grains are exponential after 7TCF, My Cals arrive at a valuation of $15 per share at 7TCF, the an addional $10 per share for every 1TCF over 7.

    So 15 TCF would be theoretically $95 per share.

    More realistic to se 10TCF more likely $45, but this is Browse only, most likely will be much more when Santos is considered.

    Still a lot of upside in this one!
 
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