Hi allI'm more than a little concerned that Shell intends to...

Hi all

I'm more than a little concerned that Shell intends to gain control of AOE and scrap FishyLand in preference to Curtis Island. If that happens, LNG is seriously screwed.

However, seeing as the recent AOE-LNG deal has not been approved - then agreements for gas supply, etc still in place. Interesting..

I almost expected LNG SP to go south on these recent Shell/AOE developments - but up they went. Maybe it is just because the AOE oppies are now seriously in the money.

I expect the offer for AOE to increase and hopefully help the LNG SP along.

Any additional thoughts on the likely plans of Shell (and partners) regarding FL?

cheers
ben