STO - Brave new world, page-231

PNG elections just happening now as well so that is always a disruptive period of risk IMO
No further info on asset sales or pricing
no infor on Alaska progress
They had done all maintainance I believe so should be at full productoion in PNG assets but limitation is always ships although short transport legs from PNG to Japan. korea etc is a large positive for ship turnaround along with quick loading no port congestion unlike other world gas terminals.etc.
Mines in PNG and some industrya nd local gas use ingreasing and also generation capacirt all add up to a little more gas sold and keep getting sold going forward

Franking on dividends- doubltful from company stamtements ?
World financing rates - positive for STO as has some long term locked in at margin and positive that possibly competing projects now won't get finance even at higher average oil / gas pricing. A shake oul\t with lower oil for a couple of months won't affect gas as much but will stop othe rprjects progressing by other companies . Only majors will get projects away.

Saudi and opec etc still playing games

Yep so nothing new in oil and gas and STO looks to still be being played by massive stock lending , trading pairs ? and unwinding risk on risk off and that may be helping to creat swings and also stop it peaking as all peaks are sold into. Just guessing. Very hard to pick as teh large swaps backed by lending transactions are not seen and transacted in actual ASX market and all done eleswhere