Think its all covered here and the upside is well spelt out with all assumptions.
http://hotcopper.com.au/post_single.asp?fid=1&tid=1978642&msgid=11590091
You are also forgetting Backreef & Cyrano which may have some movement sooner going by past ann's.
We were told of Super Major interests & most have expertise in floating & fixed surface production systems.
Liquefaction offers a unique solution for transporting natural gas located in areas far from a pipeline infrastructure.Liquefied gas at atmospheric pressure is about 614 time smaller than its gaseous state.
So these people are able to make things happen and any one on side, in whatever capacity, will be a real game changer.
If the SPP is oversubscribed then these prices may never be seen again so the current MD is an opportunity to increase that subscription for about the same $.
The WA Govt want these projects to go ahead & they wont put up with unreasonable interference before a compulsory acquisition is done in the interests of their resources realising their full potential. IMHO
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