sto fid by 30-jun & what it means for esg, page-3

Hey Mr P,

According to the investor presentation on 4/3/10 , GLNG is going to be a 2 train site ( with room for 5 ) . They also mention that they have ordered some of the equipment already so I'm assuming that they are confident of their gas supply .

Slide 8 refers to ' portfolio gas ' , whatever that means. That could mean ESG or it could be sourced from elsewhere ala BG/ORG.

So not sure how the ESG thing will impact the fid in particular ?

Given their spread across several projects and seemingly not having enough funding , I'm guessing that they will have to do something sooner rather than later , especially considering they have $4-500 million tied up in their ESG investment.

I guess if I was a STO shareholder , it would probably be something that I would like some more information on.