Given how long it takes to get a gas plant up and running these days, the likes of Gina (WGO) and MIN are likely at least 2 years away from producing gas. Even STX is about 18 months away from producing from SE (assuming things go to plan). I think in the mean-time domestic gas price will trend towards export prices, which may give the likes of Gina and MIN even more leverage in negoatiations with the government, as voters will not be happy.
TPD Price at posting:
20.0¢ Sentiment: Buy Disclosure: Held
