ESG eastern star gas limited
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It is true that there is a glut of LNG projects. The strike zone...

  1. SeamFiend
    4,234 Posts.
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    25/08/10
    04:41
    Post #: 7059098
    It is true that there is a glut of LNG projects. The strike zone of 2011-2014 is on us. Only the BEST will survive, while those left behind will have an asset base which is eroded away year by year as they sit around doing nothing.

    The BEST projects have a well defined chain.

    They have a good resource, linked by a feasible LNG project, to an end customer.

    There are no shortcuts to completing this value chain, only PREMIUMS.

    SF
    ESG Price at posting: 83.0¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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