You could be 100% right Hendrous and LNG are bluffing and...

You could be 100% right Hendrous and LNG are bluffing and talking down their need for WCL.
Whatever way we look at it, interesting times are ahead!
I think LNG are spruiking that their conversion facility is more economical than their competitors so i think with setbacks and delays and the prospect of cheaper American shale Gas coming onto the markets in 6 -8 years,maybe some of those competitors like Shell will choose to cash in on their supply of gas sooner than later.
It might even be just as feasible to convert and sell the gas through LNG's facility rather than saving it for their own facility later.
Also maybe LNG couldundertake an agreement with MEL and payback any borrowed gas from Shell or Origin in 6-8 years time.
Whatever happens, I am not talking down WCL's value.Everything is reliant on gas and WCL has everything going for it
I am confident investors in both companies will be winners.