Hey Ricky,
General question: how many of those companies involved into the NWS are also supplying domestic customers?
The reason I ask, with this new ban on exporting onshore gas, assuming the majors can sell for a higher price into the NWS (and the transportation costs you mention), I wonder if there is a bigger market for switching gas contracts in the manner you suggest. Just wondering if this sort of regulatory arbitrage might benefit Strike/WGO?
Just a question. I really should do some more research on the GSAs of those feeding the NWS.
Speculative Value, page-130
-
- There are more pages in this discussion • 3 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add STX (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
18.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $515.7M | |||
| Open | High | Low | Value | Volume |
| 18.5¢ | 18.5¢ | 18.0¢ | $641.3K | 3.524M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 24 | 628101 | 18.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 18.5¢ | 995580 | 6 |
View Market Depth
| Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
| STX (ASX) Chart |