I would personally ignore your musings and remember that OSH sells gas on long and medium term contracts. The current squeeze should focus end users minds on the need for further medium and long term contracts which should underpin commissioning of LNG trains. STO and OSH which looks increasing likely to be tied will find it easier to allocate resources appropriately from here to create shareholder value from the current assets. It's an enormous shame we are tied lock step with STO with no current second party interest in knocking us off or allowing us to run freely as the sell down of Alaska should have been close to completion if management and the board had their eyes on the ball.
OSH Price at posting:
$4.40 Sentiment: None Disclosure: Held