ITC impress energy limited

Just interesting side thought is the current TH of QGC and RPM...

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    Just interesting side thought is the current TH of QGC and RPM and AGL. Obviously something is happening here and QGC is all about Coal seam assets.

    I wonder what QGC's move will be with the 20% stake in the Cooper basin. Will it come up for grabs to another 3rd party or will it be split to VPE and ITC . Lots of permutations. I suspect that although the field is coming together at 20% stake it will not be core to QGC.

    I would have thought that under JV terms which I am not aware about there may be some recourse for both ITC and VPE to have first dibs at it.

    Any thoughts.
 
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